CBBCX Mutual Fund

NAV$7.79

Returns Overview

1 Month
+2.51%
3 Months
+10.34%
6 Months
+13.23%
YTD
+12.37%
1 Year
+24.73%
3 Years (annualized)
+13.87%
5 Years (annualized)
+10.82%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBBCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.37%
Peer Avg (YTD)
+9.49%
vs Peers
+2.88%

CBBCX Mutual Fund Performance

CBBCX performance across multiple time periods: 1-month 2.51%, YTD 12.37%, 1-year 24.73%, 3-year 13.87%, 5-year 10.82%, 10-year 11.58%.

CBBCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

CBBCX performance comparison shows side-by-side returns with another fund. CBBCX alternatives are available in the Mutual Fund Screener.