CBHCX Mutual Fund

CBHCX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
+0.19%
3 Months
+1.94%
6 Months
+5.54%
YTD
+10.65%
1 Year
+10.89%
3 Years (annualized)
+6.53%
5 Years (annualized)
+4.10%
10 Years (annualized)
+3.57%

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
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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)
+10.65%
Peer Avg (YTD)
+4.75%
vs Peers
+5.90%

CBHCX Mutual Fund Performance

CBHCX performance across multiple time periods: 1-month 0.19%, YTD 10.65%, 1-year 10.89%, 3-year 6.53%, 5-year 4.10%, 10-year 3.57%.

CBHCX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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