CBLSX Mutual Fund

NAV$11.66

Returns Overview

1 Month
+1.27%
3 Months
+7.84%
6 Months
+7.22%
YTD
+6.50%
1 Year
+15.45%
3 Years (annualized)
+15.66%
5 Years (annualized)
+10.37%
10 Years (annualized)
+12.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBLSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.50%
Peer Avg (YTD)
+9.49%
vs Peers
-2.99%

CBLSX Mutual Fund Performance

CBLSX performance across multiple time periods: 1-month 1.27%, YTD 6.50%, 1-year 15.45%, 3-year 15.66%, 5-year 10.37%, 10-year 12.24%.

CBLSX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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