CBHIX Mutual Fund

CBHIX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
+1.19%
3 Months
+2.68%
6 Months
+8.19%
YTD
+11.13%
1 Year
+11.99%
3 Years (annualized)
+7.82%
5 Years (annualized)
+5.44%
10 Years (annualized)
+4.76%

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
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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)
+11.13%
Peer Avg (YTD)
+2.39%
vs Peers
+8.75%

CBHIX Mutual Fund Performance

CBHIX performance across multiple time periods: 1-month 1.19%, YTD 11.13%, 1-year 11.99%, 3-year 7.82%, 5-year 5.44%, 10-year 4.76%.

CBHIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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