CBBZX Mutual Fund

CBBZX Mutual Fund

NAV$7.87
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Returns Overview

1 Month
-3.16%
3 Months
+1.46%
6 Months
+12.17%
YTD
+14.52%
1 Year
+18.35%
3 Years (annualized)
+16.26%
5 Years (annualized)
+10.51%
10 Years (annualized)
+11.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBBZX 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)
+14.52%
Peer Avg (YTD)
+10.00%
vs Peers
+4.52%

CBBZX Mutual Fund Performance

CBBZX performance across multiple time periods: 1-month -3.16%, YTD 14.52%, 1-year 18.35%, 3-year 16.26%, 5-year 10.51%, 10-year 11.98%.

CBBZX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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