CMBZX Mutual Fund

CMBZX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-3.59%
3 Months
-4.42%
6 Months
-0.25%
YTD
-1.68%
1 Year
+1.53%
3 Years (annualized)
+9.26%
5 Years (annualized)
+1.95%
10 Years (annualized)
+2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMBZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JP Morgan EMBI Global Index(JPMEMBIGI)
This Mutual Fund (YTD)
-1.68%
Peer Avg (YTD)
+0.32%
vs Peers
-2.00%

CMBZX Mutual Fund Performance

CMBZX performance across multiple time periods: 1-month -3.59%, YTD -1.68%, 1-year 1.53%, 3-year 9.26%, 5-year 1.95%, 10-year 2.98%.

CMBZX returns trail the peer average of 0.32% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

CMBZX vs another fund shows side-by-side returns. CMBZX alternatives are available in the Mutual Fund Screener.