CCBRX Mutual Fund

CCBRX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
+0.10%
3 Months
+0.67%
6 Months
+1.15%
YTD
+1.64%
1 Year
+4.20%
3 Years (annualized)
+5.86%
5 Years (annualized)
+3.07%
10 Years (annualized)
+2.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCBRX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.64%
Peer Avg (YTD)
+0.12%
vs Peers
+1.52%

CCBRX Mutual Fund Performance

CCBRX performance across multiple time periods: 1-month 0.10%, YTD 1.64%, 1-year 4.20%, 3-year 5.86%, 5-year 3.07%, 10-year 2.69%.

CCBRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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