CTBYX Mutual Fund

CTBYX Mutual Fund

NAV$30.11
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Returns Overview

1 Month
-1.64%
3 Months
-0.86%
6 Months
-0.50%
YTD
-0.30%
1 Year
+3.19%
3 Years (annualized)
+5.20%
5 Years (annualized)
-0.45%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTBYX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.30%
Peer Avg (YTD)
+0.12%
vs Peers
-0.42%

CTBYX Mutual Fund Performance

CTBYX performance across multiple time periods: 1-month -1.64%, YTD -0.30%, 1-year 3.19%, 3-year 5.20%, 5-year -0.45%, 10-year 2.25%.

CTBYX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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