CBURX Mutual Fund

CBURX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
-0.56%
3 Months
+0.96%
6 Months
+2.44%
YTD
+3.92%
1 Year
+9.56%
3 Years (annualized)
+8.00%
5 Years (annualized)
+2.81%
10 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBURX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.92%
Peer Avg (YTD)
+3.39%
vs Peers
+0.53%

CBURX Mutual Fund Performance

CBURX performance across multiple time periods: 1-month -0.56%, YTD 3.92%, 1-year 9.56%, 3-year 8.00%, 5-year 2.81%, 10-year 4.84%.

CBURX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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