CNBRX Mutual Fund

CNBRX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-3.06%
3 Months
-4.53%
6 Months
-3.01%
YTD
-3.19%
1 Year
-1.67%
3 Years (annualized)
+2.83%
5 Years (annualized)
+0.57%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNBRX 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
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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)
-3.19%
Peer Avg (YTD)
-3.88%
vs Peers
+0.68%

CNBRX Mutual Fund Performance

CNBRX performance across multiple time periods: 1-month -3.06%, YTD -3.19%, 1-year -1.67%, 3-year 2.83%, 5-year 0.57%, 10-year 1.59%.

CNBRX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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