CBVBX Mutual Fund

CBVBX Mutual Fund

NAV$148.38
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Returns Overview

1 Month
+2.08%
3 Months
+3.90%
6 Months
+8.70%
YTD
+14.18%
1 Year
+24.31%
3 Years (annualized)
+14.86%
5 Years (annualized)
+11.57%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBVBX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.18%
Peer Avg (YTD)
+11.41%
vs Peers
+2.77%

CBVBX Mutual Fund Performance

CBVBX performance across multiple time periods: 1-month 2.08%, YTD 14.18%, 1-year 24.31%, 3-year 14.86%, 5-year 11.57%, 10-year 11.74%.

CBVBX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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