CBLSX Mutual Fund

CBLSX Mutual Fund

NAV$11.25
See how much of CBLSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.61%
3 Months
+4.45%
6 Months
+3.70%
YTD
+9.85%
1 Year
+13.86%
3 Years (annualized)
+16.69%
5 Years (annualized)
+10.47%
10 Years (annualized)
+11.98%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.85%
Peer Avg (YTD)
+12.44%
vs Peers
-2.59%

CBLSX Mutual Fund Performance

CBLSX performance across multiple time periods: 1-month 0.61%, YTD 9.85%, 1-year 13.86%, 3-year 16.69%, 5-year 10.47%, 10-year 11.98%.

CBLSX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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