CBIII Mutual Fund

Returns Overview

1 Month
-0.10%
3 Months
-0.10%
6 Months
-1.48%
YTD
-1.39%
1 Year
-0.21%
3 Years (annualized)
+0.89%
5 Years (annualized)
-2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBIII 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.39%
Peer Avg (YTD)
+3.23%
vs Peers
-4.61%

CBIII Mutual Fund Performance

CBIII performance across multiple time periods: 1-month -0.10%, YTD -1.39%, 1-year -0.21%, 3-year 0.89%, 5-year -2.98%.

CBIII returns trail the peer average of 3.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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