CBSLX Mutual Fund

NAV$29.25

Returns Overview

1 Month
-1.32%
3 Months
+2.49%
6 Months
+7.85%
YTD
+8.41%
1 Year
+16.55%
3 Years (annualized)
+15.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBSLX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+9.51%
vs Peers
-1.09%

CBSLX Mutual Fund Performance

CBSLX performance across multiple time periods: 1-month -1.32%, YTD 8.41%, 1-year 16.55%, 3-year 15.24%.

CBSLX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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