COBFX Mutual Fund

COBFX Mutual Fund

NAV$9.46
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Returns Overview

3 Months
+0.79%
6 Months
+0.49%
YTD
+0.85%
1 Year
+3.67%
3 Years (annualized)
+4.55%
5 Years (annualized)
-0.36%
10 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COBFX 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 US Aggregate Index
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+0.12%
vs Peers
+0.73%

COBFX Mutual Fund Performance

COBFX performance across multiple time periods: YTD 0.85%, 1-year 3.67%, 3-year 4.55%, 5-year -0.36%, 10-year 2.37%.

COBFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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