CBVBX Mutual Fund

NAV$146.04

Returns Overview

1 Month
+0.45%
3 Months
+10.47%
6 Months
+11.85%
YTD
+10.71%
1 Year
+20.24%
3 Years (annualized)
+16.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBVBX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.71%
Peer Avg (YTD)
+9.49%
vs Peers
+1.22%

CBVBX Mutual Fund Performance

CBVBX performance across multiple time periods: 1-month 0.45%, YTD 10.71%, 1-year 20.24%, 3-year 16.26%.

CBVBX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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