CBFEX Mutual Fund

CBFEX Mutual Fund

NAV$42.22
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Returns Overview

1 Month
-2.63%
3 Months
-0.65%
6 Months
+5.37%
YTD
+4.68%
1 Year
+7.92%
3 Years (annualized)
+12.53%
5 Years (annualized)
+5.49%
10 Years (annualized)
+6.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBFEX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.68%
Peer Avg (YTD)
+4.96%
vs Peers
-0.28%

CBFEX Mutual Fund Performance

CBFEX performance across multiple time periods: 1-month -2.63%, YTD 4.68%, 1-year 7.92%, 3-year 12.53%, 5-year 5.49%, 10-year 6.66%.

CBFEX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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