CBSAX Mutual Fund

NAV$27.37

Returns Overview

1 Month
+4.92%
3 Months
+26.59%
6 Months
+22.48%
YTD
+20.19%
1 Year
+25.23%
3 Years (annualized)
+26.49%
5 Years (annualized)
+11.43%
10 Years (annualized)
+15.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBSAX 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
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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)
+20.19%
Peer Avg (YTD)
+10.82%
vs Peers
+9.37%

CBSAX Mutual Fund Performance

CBSAX performance across multiple time periods: 1-month 4.92%, YTD 20.19%, 1-year 25.23%, 3-year 26.49%, 5-year 11.43%, 10-year 15.56%.

CBSAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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