CBFVX Mutual Fund

CBFVX Mutual Fund

NAV$8.12
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Returns Overview

1 Month
-1.74%
3 Months
-0.80%
6 Months
-1.33%
YTD
-0.95%
1 Year
+2.47%
3 Years (annualized)
+4.93%
5 Years (annualized)
-0.01%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBFVX 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
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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
Bloomberg US Corporate Index
This Mutual Fund (YTD)
-0.95%
Peer Avg (YTD)
+0.12%
vs Peers
-1.08%

CBFVX Mutual Fund Performance

CBFVX performance across multiple time periods: 1-month -1.74%, YTD -0.95%, 1-year 2.47%, 3-year 4.93%, 5-year -0.01%, 10-year 2.62%.

CBFVX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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