CBORX Mutual Fund

CBORX Mutual Fund

NAV$14.13
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Returns Overview

1 Month
-1.27%
3 Months
-0.67%
6 Months
-0.93%
YTD
-0.50%
1 Year
+3.02%
3 Years (annualized)
+4.90%
5 Years (annualized)
+0.73%
10 Years (annualized)
+2.30%

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)
-0.50%
Peer Avg (YTD)
+0.12%
vs Peers
-0.62%

CBORX Mutual Fund Performance

CBORX performance across multiple time periods: 1-month -1.27%, YTD -0.50%, 1-year 3.02%, 3-year 4.90%, 5-year 0.73%, 10-year 2.30%.

CBORX returns trail the peer average of 0.12% 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.