CBVZX Mutual Fund

NAV$10.00
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Returns Overview

1 Month
+0.01%
3 Months
+4.27%
6 Months
+3.68%
YTD
+3.58%
1 Year
+9.19%
3 Years (annualized)
+8.23%
5 Years (annualized)
+2.88%
10 Years (annualized)
+4.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBVZX 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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+4.14%
vs Peers
-0.57%

CBVZX Mutual Fund Performance

CBVZX performance across multiple time periods: 1-month 0.01%, YTD 3.58%, 1-year 9.19%, 3-year 8.23%, 5-year 2.88%, 10-year 4.13%.

CBVZX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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