CBBCX Mutual Fund

CBBCX Mutual Fund

NAV$7.66
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Returns Overview

1 Month
-3.25%
3 Months
+1.22%
6 Months
+11.69%
YTD
+13.74%
1 Year
+17.19%
3 Years (annualized)
+15.05%
5 Years (annualized)
+9.41%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBBCX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.74%
Peer Avg (YTD)
+10.00%
vs Peers
+3.74%

CBBCX Mutual Fund Performance

CBBCX performance across multiple time periods: 1-month -3.25%, YTD 13.74%, 1-year 17.19%, 3-year 15.05%, 5-year 9.41%, 10-year 10.84%.

CBBCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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