CFBCX Mutual Fund

NAV$8.31

Returns Overview

1 Month
-0.12%
3 Months
-2.24%
6 Months
-2.26%
YTD
-1.22%
1 Year
+3.00%
3 Years (annualized)
+1.58%
5 Years (annualized)
-0.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFBCX 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

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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 Global Aggregate Bond Index (hedged to USD)
This Mutual Fund (YTD)
-1.22%
Peer Avg (YTD)
+1.88%
vs Peers
-3.09%

CFBCX Mutual Fund Performance

CFBCX performance across multiple time periods: 1-month -0.12%, YTD -1.22%, 1-year 3.00%, 3-year 1.58%, 5-year -0.11%.

CFBCX returns trail the peer average of 1.88% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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