CBRAX Mutual Fund

CBRAX Mutual Fund

NAV$8.23
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Returns Overview

1 Month
-1.77%
3 Months
-0.89%
6 Months
-1.39%
YTD
-1.04%
1 Year
+2.11%
3 Years (annualized)
+4.57%
5 Years (annualized)
-0.32%
10 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBRAX 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 Corporate Index
This Mutual Fund (YTD)
-1.04%
Peer Avg (YTD)
+0.12%
vs Peers
-1.16%

CBRAX Mutual Fund Performance

CBRAX performance across multiple time periods: 1-month -1.77%, YTD -1.04%, 1-year 2.11%, 3-year 4.57%, 5-year -0.32%, 10-year 2.32%.

CBRAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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