CBARX Mutual Fund

CBARX Mutual Fund

NAV$50.41
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Returns Overview

1 Month
-0.02%
3 Months
+1.38%
6 Months
+7.23%
YTD
+3.76%
1 Year
+9.24%
3 Years (annualized)
+13.18%
5 Years (annualized)
+8.10%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBARX 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
PROUpgrade to run
📉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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.76%
Peer Avg (YTD)
+5.54%
vs Peers
-1.78%

CBARX Mutual Fund Performance

CBARX performance across multiple time periods: 1-month -0.02%, YTD 3.76%, 1-year 9.24%, 3-year 13.18%, 5-year 8.10%, 10-year 9.53%.

CBARX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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