CNBRX Mutual Fund

CNBRX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
-1.47%
3 Months
-0.67%
6 Months
-0.96%
YTD
-0.10%
1 Year
+3.89%
3 Years (annualized)
+2.64%
5 Years (annualized)
+0.54%
10 Years (annualized)
+1.60%

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
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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 California 3-15 Year Blend Municipal Bond Index
This Mutual Fund (YTD)
-0.10%
Peer Avg (YTD)
+0.39%
vs Peers
-0.49%

CNBRX Mutual Fund Performance

CNBRX performance across multiple time periods: 1-month -1.47%, YTD -0.10%, 1-year 3.89%, 3-year 2.64%, 5-year 0.54%, 10-year 1.60%.

CNBRX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.48%, 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.