CBUZX Mutual Fund

CBUZX Mutual Fund

NAV$12.43
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Returns Overview

1 Month
-0.52%
3 Months
+1.09%
6 Months
+2.72%
YTD
+4.17%
1 Year
+10.10%
3 Years (annualized)
+8.55%
5 Years (annualized)
+3.33%
10 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBUZX 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
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📉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)
+4.17%
Peer Avg (YTD)
+3.39%
vs Peers
+0.78%

CBUZX Mutual Fund Performance

CBUZX performance across multiple time periods: 1-month -0.52%, YTD 4.17%, 1-year 10.10%, 3-year 8.55%, 5-year 3.33%, 10-year 5.38%.

CBUZX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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