CBURX Mutual Fund

CBURX Mutual Fund

NAV$12.36
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Returns Overview

1 Month
-3.00%
3 Months
-2.94%
6 Months
+0.73%
YTD
+1.43%
1 Year
+3.40%
3 Years (annualized)
+8.73%
5 Years (annualized)
+2.84%
10 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBURX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+2.46%
vs Peers
-1.02%

CBURX Mutual Fund Performance

CBURX performance across multiple time periods: 1-month -3.00%, YTD 1.43%, 1-year 3.40%, 3-year 8.73%, 5-year 2.84%, 10-year 4.82%.

CBURX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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