CBBIX Mutual Fund

CBBIX Mutual Fund

NAV$7.81
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Returns Overview

1 Month
+1.54%
3 Months
+7.31%
6 Months
+11.53%
YTD
+18.18%
1 Year
+23.15%
3 Years (annualized)
+16.20%
5 Years (annualized)
+10.50%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBBIX 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 Value Index(RLV)
This Mutual Fund (YTD)
+18.18%
Peer Avg (YTD)
+12.44%
vs Peers
+5.74%

CBBIX Mutual Fund Performance

CBBIX performance across multiple time periods: 1-month 1.54%, YTD 18.18%, 1-year 23.15%, 3-year 16.20%, 5-year 10.50%, 10-year 11.95%.

CBBIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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