CBRCX Mutual Fund

CBRCX Mutual Fund

NAV$7.91
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Returns Overview

1 Month
-3.08%
3 Months
-4.51%
6 Months
-3.37%
YTD
-4.05%
1 Year
-3.49%
3 Years (annualized)
+4.44%
5 Years (annualized)
-0.71%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBRCX 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)
-4.05%
Peer Avg (YTD)
+0.50%
vs Peers
-4.55%

CBRCX Mutual Fund Performance

CBRCX performance across multiple time periods: 1-month -3.08%, YTD -4.05%, 1-year -3.49%, 3-year 4.44%, 5-year -0.71%, 10-year 1.76%.

CBRCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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