CBRAX Mutual Fund

NAV$8.19

Returns Overview

1 Month
+0.15%
3 Months
+1.32%
6 Months
+0.74%
YTD
+0.74%
1 Year
+4.14%
3 Years (annualized)
+5.32%
5 Years (annualized)
+0.30%
10 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBRAX 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 Corporate Index
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+3.23%
vs Peers
-2.49%

CBRAX Mutual Fund Performance

CBRAX performance across multiple time periods: 1-month 0.15%, YTD 0.74%, 1-year 4.14%, 3-year 5.32%, 5-year 0.30%, 10-year 2.65%.

CBRAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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