CBSCX Mutual Fund

NAV$58.38

Returns Overview

1 Month
+0.95%
3 Months
+14.21%
6 Months
+5.09%
YTD
+5.02%
1 Year
+10.59%
3 Years (annualized)
+12.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBSCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+10.82%
vs Peers
-5.80%

CBSCX Mutual Fund Performance

CBSCX performance across multiple time periods: 1-month 0.95%, YTD 5.02%, 1-year 10.59%, 3-year 12.55%.

CBSCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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