CSBYX Mutual Fund

NAV$9.75

Returns Overview

1 Month
+0.19%
3 Months
+1.03%
6 Months
+1.43%
YTD
+1.43%
1 Year
+4.20%
3 Years (annualized)
+6.04%
5 Years (annualized)
+2.94%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSBYX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+3.23%
vs Peers
-1.79%

CSBYX Mutual Fund Performance

CSBYX performance across multiple time periods: 1-month 0.19%, YTD 1.43%, 1-year 4.20%, 3-year 6.04%, 5-year 2.94%, 10-year 2.64%.

CSBYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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