CHBCX Mutual Fund

CHBCX Mutual Fund

NAV$24.91
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Returns Overview

1 Month
-0.39%
3 Months
+0.34%
6 Months
+0.04%
YTD
+0.24%
1 Year
+2.85%
3 Years (annualized)
+5.96%
5 Years (annualized)
+2.08%
10 Years (annualized)
+3.22%

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
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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 US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+0.12%
vs Peers
+0.12%

CHBCX Mutual Fund Performance

CHBCX performance across multiple time periods: 1-month -0.39%, YTD 0.24%, 1-year 2.85%, 3-year 5.96%, 5-year 2.08%, 10-year 3.22%.

CHBCX returns outperform the peer average of 0.12% 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.