CHBCX Mutual Fund

CHBCX Mutual Fund

NAV$24.42
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Returns Overview

1 Month
-2.30%
3 Months
-1.82%
6 Months
+0.01%
YTD
-1.20%
1 Year
+0.06%
3 Years (annualized)
+6.27%
5 Years (annualized)
+2.11%
10 Years (annualized)
+3.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHBCX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.20%
Peer Avg (YTD)
+0.50%
vs Peers
-1.70%

CHBCX Mutual Fund Performance

CHBCX performance across multiple time periods: 1-month -2.30%, YTD -1.20%, 1-year 0.06%, 3-year 6.27%, 5-year 2.11%, 10-year 3.08%.

CHBCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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