CBHMX Mutual Fund

CBHMX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
+1.08%
3 Months
+2.55%
6 Months
+7.94%
YTD
+10.90%
1 Year
+11.70%
3 Years (annualized)
+7.61%
5 Years (annualized)
+5.27%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBHMX 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)
+10.90%
Peer Avg (YTD)
+2.39%
vs Peers
+8.52%

CBHMX Mutual Fund Performance

CBHMX performance across multiple time periods: 1-month 1.08%, YTD 10.90%, 1-year 11.70%, 3-year 7.61%, 5-year 5.27%, 10-year 4.66%.

CBHMX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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