CBBIX Mutual Fund

CBBIX Mutual Fund

NAV$8.00
See how much of CBBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.17%
3 Months
+7.58%
6 Months
+12.70%
YTD
+16.39%
1 Year
+25.13%
3 Years (annualized)
+15.01%
5 Years (annualized)
+10.38%
10 Years (annualized)
+11.32%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+16.39%
Peer Avg (YTD)
+11.41%
vs Peers
+4.98%

CBBIX Mutual Fund Performance

CBBIX performance across multiple time periods: 1-month 3.17%, YTD 16.39%, 1-year 25.13%, 3-year 15.01%, 5-year 10.38%, 10-year 11.32%.

CBBIX returns outperform the peer average of 11.41% 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.