CBRAX Mutual Fund

CBRAX Mutual Fund

NAV$7.93
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Returns Overview

1 Month
-2.91%
3 Months
-4.37%
6 Months
-3.11%
YTD
-3.67%
1 Year
-2.99%
3 Years (annualized)
+4.96%
5 Years (annualized)
-0.23%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBRAX 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)
-3.67%
Peer Avg (YTD)
+0.50%
vs Peers
-4.17%

CBRAX Mutual Fund Performance

CBRAX performance across multiple time periods: 1-month -2.91%, YTD -3.67%, 1-year -2.99%, 3-year 4.96%, 5-year -0.23%, 10-year 2.34%.

CBRAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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