CBSYX Mutual Fund

NAV$16.86

Returns Overview

1 Month
-1.18%
3 Months
+5.09%
6 Months
+5.89%
YTD
+5.69%
1 Year
+12.52%
3 Years (annualized)
+10.88%
5 Years (annualized)
+5.02%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBSYX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+5.87%
vs Peers
-0.18%

CBSYX Mutual Fund Performance

CBSYX performance across multiple time periods: 1-month -1.18%, YTD 5.69%, 1-year 12.52%, 3-year 10.88%, 5-year 5.02%, 10-year 6.73%.

CBSYX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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