CBORX Mutual Fund

CBORX Mutual Fund

NAV$13.97
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Returns Overview

1 Month
+2.56%
3 Months
-0.15%
6 Months
-0.82%
YTD
-0.65%
1 Year
-0.10%
3 Years (annualized)
+6.37%
5 Years (annualized)
+0.87%
10 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBORX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.65%
Peer Avg (YTD)
+0.72%
vs Peers
-1.37%

CBORX Mutual Fund Performance

CBORX performance across multiple time periods: 1-month 2.56%, YTD -0.65%, 1-year -0.10%, 3-year 6.37%, 5-year 0.87%, 10-year 2.33%.

CBORX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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