CBFEX Mutual Fund

CBFEX Mutual Fund

NAV$41.56
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Returns Overview

1 Month
-0.24%
3 Months
-1.75%
6 Months
+0.49%
YTD
+4.43%
1 Year
+6.14%
3 Years (annualized)
+13.37%
5 Years (annualized)
+4.92%
10 Years (annualized)
+6.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBFEX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+5.92%
vs Peers
-1.49%

CBFEX Mutual Fund Performance

CBFEX performance across multiple time periods: 1-month -0.24%, YTD 4.43%, 1-year 6.14%, 3-year 13.37%, 5-year 4.92%, 10-year 6.51%.

CBFEX returns trail the peer average of 5.92% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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