CBFFX Mutual Fund

NAV$41.92

Returns Overview

3 Months
+0.17%
6 Months
+1.62%
YTD
+3.71%
1 Year
+12.49%
3 Years (annualized)
+11.64%
5 Years (annualized)
+5.78%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBFFX 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)
+3.71%
Peer Avg (YTD)
+5.87%
vs Peers
-2.15%

CBFFX Mutual Fund Performance

CBFFX performance across multiple time periods: YTD 3.71%, 1-year 12.49%, 3-year 11.64%, 5-year 5.78%, 10-year 7.00%.

CBFFX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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