CBPCX Mutual Fund

CBPCX Mutual Fund

NAV$21.16
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Returns Overview

1 Month
-0.71%
3 Months
+2.14%
6 Months
+4.20%
YTD
+6.13%
1 Year
+13.94%
3 Years (annualized)
+12.42%
5 Years (annualized)
+6.57%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBPCX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.13%
Peer Avg (YTD)
+5.54%
vs Peers
+0.59%

CBPCX Mutual Fund Performance

CBPCX performance across multiple time periods: 1-month -0.71%, YTD 6.13%, 1-year 13.94%, 3-year 12.42%, 5-year 6.57%, 10-year 8.06%.

CBPCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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