CBUDX Mutual Fund

NAV$9.96

Returns Overview

1 Month
+0.25%
3 Months
+0.95%
6 Months
+2.05%
YTD
+2.02%
1 Year
+4.62%
3 Years (annualized)
+5.52%
5 Years (annualized)
+4.22%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 0-1 Year US Corporate Index(^IBAYSCI)
This Mutual Fund (YTD)
+2.02%
Peer Avg (YTD)
+3.23%
vs Peers
-1.20%

CBUDX Mutual Fund Performance

CBUDX performance across multiple time periods: 1-month 0.25%, YTD 2.02%, 1-year 4.62%, 3-year 5.52%, 5-year 4.22%.

CBUDX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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