CBUDX Mutual Fund

CBUDX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
+0.50%
3 Months
+1.12%
6 Months
+2.04%
YTD
+3.58%
1 Year
+4.64%
3 Years (annualized)
+5.34%
5 Years (annualized)
+4.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBUDX 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
ICE BofA 0-1 Year US Corporate Index(^IBAYSCI)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+1.93%
vs Peers
+1.65%

CBUDX Mutual Fund Performance

CBUDX performance across multiple time periods: 1-month 0.50%, YTD 3.58%, 1-year 4.64%, 3-year 5.34%, 5-year 4.49%.

CBUDX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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