CBVZX Mutual Fund

CBVZX Mutual Fund

NAV$9.73
See how much of CBVZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.03%
3 Months
-0.04%
6 Months
+0.46%
YTD
+2.71%
1 Year
+3.27%
3 Years (annualized)
+9.54%
5 Years (annualized)
+2.56%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBVZX 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)
+2.71%
Peer Avg (YTD)
+3.07%
vs Peers
-0.36%

CBVZX Mutual Fund Performance

CBVZX performance across multiple time periods: 1-month 1.03%, YTD 2.71%, 1-year 3.27%, 3-year 9.54%, 5-year 2.56%, 10-year 3.97%.

CBVZX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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