CBRCX Mutual Fund

CBRCX Mutual Fund

NAV$7.86
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Returns Overview

1 Month
+0.34%
3 Months
-1.38%
6 Months
-2.65%
YTD
-1.00%
1 Year
+0.99%
3 Years (annualized)
+4.44%
5 Years (annualized)
-0.71%
10 Years (annualized)
+1.76%

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)
-1.00%
Peer Avg (YTD)
+2.15%
vs Peers
-3.15%

CBRCX Mutual Fund Performance

CBRCX performance across multiple time periods: 1-month 0.34%, YTD -1.00%, 1-year 0.99%, 3-year 4.44%, 5-year -0.71%, 10-year 1.76%.

CBRCX returns trail the peer average of 2.15% 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.