CBVBX Mutual Fund

CBVBX Mutual Fund

NAV$141.99
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Returns Overview

1 Month
+1.76%
3 Months
+4.35%
6 Months
+8.39%
YTD
+16.20%
1 Year
+20.86%
3 Years (annualized)
+16.74%
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
PROUpgrade to run
🏦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)
+16.20%
Peer Avg (YTD)
+12.44%
vs Peers
+3.76%

CBVBX Mutual Fund Performance

CBVBX performance across multiple time periods: 1-month 1.76%, YTD 16.20%, 1-year 20.86%, 3-year 16.74%, 5-year 11.57%, 10-year 11.74%.

CBVBX returns outperform the peer average of 12.44% 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.