CBOCX Mutual Fund

CBOCX Mutual Fund

NAV$12.14
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Returns Overview

1 Month
-2.00%
3 Months
-2.52%
6 Months
-2.46%
YTD
-2.68%
1 Year
-1.77%
3 Years (annualized)
+3.49%
5 Years (annualized)
+0.26%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBOCX 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 Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
-2.68%
Peer Avg (YTD)
-3.84%
vs Peers
+1.16%

CBOCX Mutual Fund Performance

CBOCX performance across multiple time periods: 1-month -2.00%, YTD -2.68%, 1-year -1.77%, 3-year 3.49%, 5-year 0.26%, 10-year 0.97%.

CBOCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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