CBECX Mutual Fund

NAV$10.87

Returns Overview

1 Month
-1.00%
3 Months
+3.32%
6 Months
+11.70%
YTD
+11.93%
1 Year
+10.02%
3 Years (annualized)
+14.09%
5 Years (annualized)
+18.21%
10 Years (annualized)
+13.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBECX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.93%
Peer Avg (YTD)
+11.10%
vs Peers
+0.83%

CBECX Mutual Fund Performance

CBECX performance across multiple time periods: 1-month -1.00%, YTD 11.93%, 1-year 10.02%, 3-year 14.09%, 5-year 18.21%, 10-year 13.65%.

CBECX returns outperform the peer average of 11.10% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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