CCBYX Mutual Fund

CCBYX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
+2.79%
3 Months
-0.49%
6 Months
-1.03%
YTD
-0.44%
1 Year
+0.06%
3 Years (annualized)
+3.55%
5 Years (annualized)
+0.75%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCBYX 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
Bloomberg California 3-15 Year Blend Municipal Bond Index
This Mutual Fund (YTD)
-0.44%
Peer Avg (YTD)
-0.12%
vs Peers
-0.32%

CCBYX Mutual Fund Performance

CCBYX performance across multiple time periods: 1-month 2.79%, YTD -0.44%, 1-year 0.06%, 3-year 3.55%, 5-year 0.75%, 10-year 1.68%.

CCBYX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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