CHBRX Mutual Fund

CHBRX Mutual Fund

NAV$10.97
See how much of CHBRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.39%
3 Months
+0.17%
6 Months
+0.89%
YTD
+1.48%
1 Year
+4.41%
3 Years (annualized)
+7.21%
5 Years (annualized)
+3.24%
10 Years (annualized)
+4.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHBRX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+0.12%
vs Peers
+1.36%

CHBRX Mutual Fund Performance

CHBRX performance across multiple time periods: 1-month -0.39%, YTD 1.48%, 1-year 4.41%, 3-year 7.21%, 5-year 3.24%, 10-year 4.42%.

CHBRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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