CBFCX Mutual Fund

NAV$42.32

Returns Overview

1 Month
+0.40%
3 Months
+1.37%
6 Months
+2.84%
YTD
+4.91%
1 Year
+12.26%
3 Years (annualized)
+10.88%
5 Years (annualized)
+4.95%
10 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBFCX 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)
+4.91%
Peer Avg (YTD)
+5.87%
vs Peers
-0.96%

CBFCX Mutual Fund Performance

CBFCX performance across multiple time periods: 1-month 0.40%, YTD 4.91%, 1-year 12.26%, 3-year 10.88%, 5-year 4.95%, 10-year 6.06%.

CBFCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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