CBSCX Mutual Fund

CBSCX Mutual Fund

NAV$57.79
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Returns Overview

1 Month
-0.85%
3 Months
-0.63%
6 Months
+3.96%
YTD
+2.13%
1 Year
-0.28%
3 Years (annualized)
+15.63%
5 Years (annualized)
+1.82%
10 Years (annualized)
+15.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBSCX 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)
+2.13%
Peer Avg (YTD)
+8.01%
vs Peers
-5.88%

CBSCX Mutual Fund Performance

CBSCX performance across multiple time periods: 1-month -0.85%, YTD 2.13%, 1-year -0.28%, 3-year 15.63%, 5-year 1.82%, 10-year 15.52%.

CBSCX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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