CHBCX Mutual Fund

CHBCX Mutual Fund

NAV$24.36
See how much of CHBCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.89%
3 Months
+0.90%
6 Months
+1.04%
YTD
+1.13%
1 Year
+2.82%
3 Years (annualized)
+6.27%
5 Years (annualized)
+2.11%
10 Years (annualized)
+3.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHBCX 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 US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+2.15%
vs Peers
-1.02%

CHBCX Mutual Fund Performance

CHBCX performance across multiple time periods: 1-month 0.89%, YTD 1.13%, 1-year 2.82%, 3-year 6.27%, 5-year 2.11%, 10-year 3.08%.

CHBCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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