CBFEX Mutual Fund

CBFEX Mutual Fund

NAV$41.61
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Returns Overview

1 Month
+1.15%
3 Months
+1.30%
6 Months
+2.85%
YTD
+7.51%
1 Year
+12.93%
3 Years (annualized)
+12.53%
5 Years (annualized)
+5.49%
10 Years (annualized)
+6.66%

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)
+7.51%
Peer Avg (YTD)
+6.28%
vs Peers
+1.23%

CBFEX Mutual Fund Performance

CBFEX performance across multiple time periods: 1-month 1.15%, YTD 7.51%, 1-year 12.93%, 3-year 12.53%, 5-year 5.49%, 10-year 6.66%.

CBFEX returns outperform the peer average of 6.28% 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.