CBOAX Mutual Fund

CBOAX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
+1.40%
3 Months
-0.33%
6 Months
-0.78%
YTD
-0.65%
1 Year
+0.06%
3 Years (annualized)
+4.66%
5 Years (annualized)
+1.00%
10 Years (annualized)
+1.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBOAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
-0.65%
Peer Avg (YTD)
-0.87%
vs Peers
+0.22%

CBOAX Mutual Fund Performance

CBOAX performance across multiple time periods: 1-month 1.40%, YTD -0.65%, 1-year 0.06%, 3-year 4.66%, 5-year 1.00%, 10-year 1.63%.

CBOAX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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