CBFAX Mutual Fund

NAV$42.43

Returns Overview

1 Month
+0.45%
3 Months
+1.36%
6 Months
+2.86%
YTD
+4.95%
1 Year
+13.14%
3 Years (annualized)
+11.72%
5 Years (annualized)
+5.75%
10 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBFAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.95%
Peer Avg (YTD)
+5.87%
vs Peers
-0.92%

CBFAX Mutual Fund Performance

CBFAX performance across multiple time periods: 1-month 0.45%, YTD 4.95%, 1-year 13.14%, 3-year 11.72%, 5-year 5.75%, 10-year 6.87%.

CBFAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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