CHBRX Mutual Fund

CHBRX Mutual Fund

NAV$10.66
See how much of CHBRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.95%
3 Months
-2.48%
6 Months
-0.33%
YTD
-0.64%
1 Year
+0.39%
3 Years (annualized)
+7.44%
5 Years (annualized)
+3.13%
10 Years (annualized)
+4.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CHBRX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
-0.64%
Peer Avg (YTD)
+0.50%
vs Peers
-1.14%

CHBRX Mutual Fund Performance

CHBRX performance across multiple time periods: 1-month -2.95%, YTD -0.64%, 1-year 0.39%, 3-year 7.44%, 5-year 3.13%, 10-year 4.20%.

CHBRX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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