CBFYX Mutual Fund

NAV$29.98

Returns Overview

1 Month
+1.39%
3 Months
+1.44%
6 Months
+3.62%
YTD
+1.76%
1 Year
+6.74%
3 Years (annualized)
+6.09%
5 Years (annualized)
+0.57%
10 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBFYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+1.66%
vs Peers
+0.10%

CBFYX Mutual Fund Performance

CBFYX performance across multiple time periods: 1-month 1.39%, YTD 1.76%, 1-year 6.74%, 3-year 6.09%, 5-year 0.57%, 10-year 2.57%.

CBFYX returns outperform the peer average of 1.66% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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