CBTAX Mutual Fund

CBTAX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-1.53%
3 Months
-0.44%
6 Months
-0.17%
YTD
+0.53%
1 Year
+5.26%
3 Years (annualized)
+3.55%
5 Years (annualized)
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBTAX 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 Barclays 1-5 Year Municipal Bond Index
This Mutual Fund (YTD)
+0.53%
Peer Avg (YTD)
+0.23%
vs Peers
+0.30%

CBTAX Mutual Fund Performance

CBTAX performance across multiple time periods: 1-month -1.53%, YTD 0.53%, 1-year 5.26%, 3-year 3.55%, 5-year 1.08%.

CBTAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.13%, investors should weigh costs against performance when evaluating this mutual fund.

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