CBSAX Mutual Fund

CBSAX Mutual Fund

NAV$27.60
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Returns Overview

1 Month
+1.39%
3 Months
-2.03%
6 Months
+9.42%
YTD
+14.36%
1 Year
+13.29%
3 Years (annualized)
+19.79%
5 Years (annualized)
+6.36%
10 Years (annualized)
+13.06%

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
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📉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)
+14.36%
Peer Avg (YTD)
+9.89%
vs Peers
+4.47%

CBSAX Mutual Fund Performance

CBSAX performance across multiple time periods: 1-month 1.39%, YTD 14.36%, 1-year 13.29%, 3-year 19.79%, 5-year 6.36%, 10-year 13.06%.

CBSAX returns outperform the peer average of 9.89% 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.