CBHCX Mutual Fund

NAV$9.03

Returns Overview

1 Month
+0.72%
3 Months
+2.22%
6 Months
+8.94%
YTD
+9.33%
1 Year
+9.16%
3 Years (annualized)
+6.61%
5 Years (annualized)
+4.09%
10 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBHCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Treasury Bellwethers 3 Month Index(^BBGUSTRBEW3MI)
This Mutual Fund (YTD)
+9.33%
Peer Avg (YTD)
+3.47%
vs Peers
+5.85%

CBHCX Mutual Fund Performance

CBHCX performance across multiple time periods: 1-month 0.72%, YTD 9.33%, 1-year 9.16%, 3-year 6.61%, 5-year 4.09%, 10-year 3.60%.

CBHCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

CBHCX performance comparison shows side-by-side returns with another fund. CBHCX alternatives are available in the Mutual Fund Screener.