CBNCX Mutual Fund

NAV$8.14

Returns Overview

1 Month
+0.68%
3 Months
+3.86%
6 Months
+2.23%
YTD
+2.23%
1 Year
+7.81%
3 Years (annualized)
+7.22%
5 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBNCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
J.P. Morgan Government Bond Index - Emerging Markets (GBI-EM) Global Diversified
This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
+1.42%
vs Peers
+0.81%

CBNCX Mutual Fund Performance

CBNCX performance across multiple time periods: 1-month 0.68%, YTD 2.23%, 1-year 7.81%, 3-year 7.22%, 5-year 2.28%.

CBNCX returns outperform the peer average of 1.42% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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