CBVZX Mutual Fund

CBVZX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
-2.06%
3 Months
-1.86%
6 Months
+2.33%
YTD
+1.66%
1 Year
+3.26%
3 Years (annualized)
+8.32%
5 Years (annualized)
+2.61%
10 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBVZX 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)
+1.66%
Peer Avg (YTD)
+2.46%
vs Peers
-0.80%

CBVZX Mutual Fund Performance

CBVZX performance across multiple time periods: 1-month -2.06%, YTD 1.66%, 1-year 3.26%, 3-year 8.32%, 5-year 2.61%, 10-year 4.00%.

CBVZX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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