CBOEX Mutual Fund

CBOEX Mutual Fund

NAV$12.47
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Returns Overview

1 Month
-0.57%
3 Months
-0.51%
6 Months
-0.65%
YTD
-0.44%
1 Year
+2.29%
3 Years (annualized)
+4.04%
5 Years (annualized)
+0.77%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBOEX 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)
-0.44%
Peer Avg (YTD)
+0.23%
vs Peers
-0.67%

CBOEX Mutual Fund Performance

CBOEX performance across multiple time periods: 1-month -0.57%, YTD -0.44%, 1-year 2.29%, 3-year 4.04%, 5-year 0.77%, 10-year 1.48%.

CBOEX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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