CBOCX Mutual Fund

CBOCX Mutual Fund

NAV$12.22
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Returns Overview

1 Month
+1.49%
3 Months
-0.46%
6 Months
-1.10%
YTD
-1.23%
1 Year
-0.65%
3 Years (annualized)
+3.90%
5 Years (annualized)
+0.26%
10 Years (annualized)
+0.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBOCX 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 Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
-1.23%
Peer Avg (YTD)
-0.87%
vs Peers
-0.36%

CBOCX Mutual Fund Performance

CBOCX performance across multiple time periods: 1-month 1.49%, YTD -1.23%, 1-year -0.65%, 3-year 3.90%, 5-year 0.26%, 10-year 0.88%.

CBOCX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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