CBOFX Mutual Fund

CBOFX Mutual Fund

NAV$12.56
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Returns Overview

6 Months
+0.20%
YTD
+0.20%
1 Year
+1.37%
3 Years (annualized)
+4.55%
5 Years (annualized)
+1.24%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBOFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.20%
Peer Avg (YTD)
-3.84%
vs Peers
+4.04%

CBOFX Mutual Fund Performance

CBOFX performance across multiple time periods: YTD 0.20%, 1-year 1.37%, 3-year 4.55%, 5-year 1.24%, 10-year 1.98%.

CBOFX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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