CBRCX Mutual Fund

CBRCX Mutual Fund

NAV$8.16
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Returns Overview

1 Month
-1.81%
3 Months
-1.02%
6 Months
-1.75%
YTD
-1.33%
1 Year
+1.60%
3 Years (annualized)
+4.05%
5 Years (annualized)
-0.84%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBRCX 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)
-1.33%
Peer Avg (YTD)
+0.12%
vs Peers
-1.45%

CBRCX Mutual Fund Performance

CBRCX performance across multiple time periods: 1-month -1.81%, YTD -1.33%, 1-year 1.60%, 3-year 4.05%, 5-year -0.84%, 10-year 1.73%.

CBRCX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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