CBFVX Mutual Fund

CBFVX Mutual Fund

NAV$8.03
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Returns Overview

1 Month
+2.11%
3 Months
-0.54%
6 Months
-1.34%
YTD
-1.49%
1 Year
-1.12%
3 Years (annualized)
+6.73%
5 Years (annualized)
+0.08%
10 Years (annualized)
+2.72%

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)
-1.49%
Peer Avg (YTD)
+1.93%
vs Peers
-3.42%

CBFVX Mutual Fund Performance

CBFVX performance across multiple time periods: 1-month 2.11%, YTD -1.49%, 1-year -1.12%, 3-year 6.73%, 5-year 0.08%, 10-year 2.72%.

CBFVX returns trail the peer average of 1.93% 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.