CBFSX Mutual Fund

CBFSX Mutual Fund

NAV$7.95
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Returns Overview

1 Month
-2.89%
3 Months
-4.30%
6 Months
-2.98%
YTD
-3.48%
1 Year
-2.74%
3 Years (annualized)
+5.21%
5 Years (annualized)
+0.02%
10 Years (annualized)
+2.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBFSX 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 Corporate Index
This Mutual Fund (YTD)
-3.48%
Peer Avg (YTD)
+0.50%
vs Peers
-3.98%

CBFSX Mutual Fund Performance

CBFSX performance across multiple time periods: 1-month -2.89%, YTD -3.48%, 1-year -2.74%, 3-year 5.21%, 5-year 0.02%, 10-year 2.60%.

CBFSX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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