CBFFX Mutual Fund

CBFFX Mutual Fund

NAV$41.92
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Returns Overview

3 Months
+0.73%
6 Months
+2.70%
YTD
+4.81%
1 Year
+12.35%
3 Years (annualized)
+11.00%
5 Years (annualized)
+5.63%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBFFX 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)
+4.81%
Peer Avg (YTD)
+5.54%
vs Peers
-0.73%

CBFFX Mutual Fund Performance

CBFFX performance across multiple time periods: YTD 4.81%, 1-year 12.35%, 3-year 11.00%, 5-year 5.63%, 10-year 6.78%.

CBFFX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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