CBURX Mutual Fund

CBURX Mutual Fund

NAV$12.45
See how much of CBURX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.00%
3 Months
-0.43%
6 Months
+0.52%
YTD
+3.47%
1 Year
+4.95%
3 Years (annualized)
+10.28%
5 Years (annualized)
+2.70%
10 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBURX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.47%
Peer Avg (YTD)
+3.07%
vs Peers
+0.40%

CBURX Mutual Fund Performance

CBURX performance across multiple time periods: 1-month 2.00%, YTD 3.47%, 1-year 4.95%, 3-year 10.28%, 5-year 2.70%, 10-year 4.72%.

CBURX returns outperform the peer average of 3.07% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

CBURX vs another fund shows side-by-side returns. CBURX alternatives are available in the Mutual Fund Screener.