CBHIX Mutual Fund

NAV$9.29

Returns Overview

1 Month
+0.80%
3 Months
+2.44%
6 Months
+9.45%
YTD
+9.83%
1 Year
+10.40%
3 Years (annualized)
+7.74%
5 Years (annualized)
+5.20%
10 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBHIX 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)
+9.83%
Peer Avg (YTD)
+3.47%
vs Peers
+6.36%

CBHIX Mutual Fund Performance

CBHIX performance across multiple time periods: 1-month 0.80%, YTD 9.83%, 1-year 10.40%, 3-year 7.74%, 5-year 5.20%, 10-year 4.71%.

CBHIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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