CBARX Mutual Fund

NAV$49.86

Returns Overview

1 Month
-0.61%
3 Months
+8.71%
6 Months
+7.43%
YTD
+7.25%
1 Year
+14.73%
3 Years (annualized)
+15.20%
5 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBARX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+5.87%
vs Peers
+1.39%

CBARX Mutual Fund Performance

CBARX performance across multiple time periods: 1-month -0.61%, YTD 7.25%, 1-year 14.73%, 3-year 15.20%, 5-year 8.46%.

CBARX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

CBARX performance comparison shows side-by-side returns with another fund. CBARX alternatives are available in the Mutual Fund Screener.