CBSAX Mutual Fund

CBSAX Mutual Fund

NAV$27.51
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Returns Overview

1 Month
-7.90%
3 Months
+4.62%
6 Months
+10.60%
YTD
+12.80%
1 Year
+12.69%
3 Years (annualized)
+17.43%
5 Years (annualized)
+6.64%
10 Years (annualized)
+12.91%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.80%
Peer Avg (YTD)
+9.54%
vs Peers
+3.26%

CBSAX Mutual Fund Performance

CBSAX performance across multiple time periods: 1-month -7.90%, YTD 12.80%, 1-year 12.69%, 3-year 17.43%, 5-year 6.64%, 10-year 12.91%.

CBSAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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