CCBYX Mutual Fund

CCBYX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
-3.15%
3 Months
-4.61%
6 Months
-3.07%
YTD
-3.14%
1 Year
-1.71%
3 Years (annualized)
+2.92%
5 Years (annualized)
+0.64%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCBYX 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 California 3-15 Year Blend Municipal Bond Index
This Mutual Fund (YTD)
-3.14%
Peer Avg (YTD)
-3.88%
vs Peers
+0.73%

CCBYX Mutual Fund Performance

CCBYX performance across multiple time periods: 1-month -3.15%, YTD -3.14%, 1-year -1.71%, 3-year 2.92%, 5-year 0.64%, 10-year 1.68%.

CCBYX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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