CBPCX Mutual Fund

CBPCX Mutual Fund

NAV$20.81
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Returns Overview

1 Month
+0.34%
3 Months
-0.98%
6 Months
+1.14%
YTD
+5.09%
1 Year
+7.39%
3 Years (annualized)
+14.90%
5 Years (annualized)
+5.94%
10 Years (annualized)
+8.10%

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)
+5.09%
Peer Avg (YTD)
+5.92%
vs Peers
-0.83%

CBPCX Mutual Fund Performance

CBPCX performance across multiple time periods: 1-month 0.34%, YTD 5.09%, 1-year 7.39%, 3-year 14.90%, 5-year 5.94%, 10-year 8.10%.

CBPCX returns trail the peer average of 5.92% 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.