CBHMX Mutual Fund

CBHMX Mutual Fund

NAV$9.35
See how much of CBHMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.69%
3 Months
+0.75%
6 Months
+3.19%
YTD
+10.55%
1 Year
+11.94%
3 Years (annualized)
+7.48%
5 Years (annualized)
+5.11%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+10.55%
Peer Avg (YTD)
+5.40%
vs Peers
+5.14%

CBHMX Mutual Fund Performance

CBHMX performance across multiple time periods: 1-month -0.69%, YTD 10.55%, 1-year 11.94%, 3-year 7.48%, 5-year 5.11%, 10-year 4.66%.

CBHMX returns outperform the peer average of 5.40% 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.