CBHAX Mutual Fund

NAV$9.31

Returns Overview

1 Month
+0.78%
3 Months
+2.37%
6 Months
+9.13%
YTD
+9.64%
1 Year
+9.88%
3 Years (annualized)
+7.38%
5 Years (annualized)
+4.83%
10 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBHAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Treasury Bellwethers 3 Month Index(^BBGUSTRBEW3MI)
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+3.47%
vs Peers
+6.17%

CBHAX Mutual Fund Performance

CBHAX performance across multiple time periods: 1-month 0.78%, YTD 9.64%, 1-year 9.88%, 3-year 7.38%, 5-year 4.83%, 10-year 4.37%.

CBHAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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