CBPRX Mutual Fund

CBPRX Mutual Fund

NAV$10.75
See how much of CBPRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.77%
3 Months
-2.55%
6 Months
-4.09%
YTD
-2.46%
1 Year
+0.05%
3 Years (annualized)
+8.42%
5 Years (annualized)
+19.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBPRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.46%
Peer Avg (YTD)
+0.47%
vs Peers
-2.93%

CBPRX Mutual Fund Performance

CBPRX performance across multiple time periods: 1-month -3.77%, YTD -2.46%, 1-year 0.05%, 3-year 8.42%, 5-year 19.70%.

CBPRX returns trail the peer average of 0.47% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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