CBOFX Mutual Fund

NAV$12.56

Returns Overview

3 Months
-0.32%
6 Months
-1.34%
YTD
-1.41%
1 Year
+2.74%
3 Years (annualized)
+4.70%
5 Years (annualized)
+1.33%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBOFX 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
Bloomberg US Government/Credit 1-7 Years ex BBB Index(BBGUSGC1T7YEBBBI)
This Mutual Fund (YTD)
-1.41%
Peer Avg (YTD)
+1.79%
vs Peers
-3.20%

CBOFX Mutual Fund Performance

CBOFX performance across multiple time periods: YTD -1.41%, 1-year 2.74%, 3-year 4.70%, 5-year 1.33%, 10-year 1.93%.

CBOFX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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