CBPCX Mutual Fund

CBPCX Mutual Fund

NAV$20.72
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Returns Overview

1 Month
+1.28%
3 Months
+0.82%
6 Months
+3.70%
YTD
+7.49%
1 Year
+13.19%
3 Years (annualized)
+13.61%
5 Years (annualized)
+6.51%
10 Years (annualized)
+8.21%

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)
+7.49%
Peer Avg (YTD)
+6.28%
vs Peers
+1.21%

CBPCX Mutual Fund Performance

CBPCX performance across multiple time periods: 1-month 1.28%, YTD 7.49%, 1-year 13.19%, 3-year 13.61%, 5-year 6.51%, 10-year 8.21%.

CBPCX returns outperform the peer average of 6.28% 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.