CBHAX Mutual Fund

CBHAX Mutual Fund

NAV$9.24
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Returns Overview

1 Month
+1.17%
3 Months
+2.62%
6 Months
+7.96%
YTD
+10.92%
1 Year
+11.61%
3 Years (annualized)
+7.40%
5 Years (annualized)
+5.06%
10 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBHAX 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 Treasury Bellwethers 3 Month Index(^BBGUSTRBEW3MI)
This Mutual Fund (YTD)
+10.92%
Peer Avg (YTD)
+2.39%
vs Peers
+8.53%

CBHAX Mutual Fund Performance

CBHAX performance across multiple time periods: 1-month 1.17%, YTD 10.92%, 1-year 11.61%, 3-year 7.40%, 5-year 5.06%, 10-year 4.39%.

CBHAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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