CBSLX Mutual Fund

CBSLX Mutual Fund

NAV$29.74
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Returns Overview

1 Month
-0.78%
3 Months
+3.05%
6 Months
+8.44%
YTD
+9.01%
1 Year
+14.19%
3 Years (annualized)
+12.03%
5 Years (annualized)
+6.45%
10 Years (annualized)
+13.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBSLX 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)
+9.01%
Peer Avg (YTD)
+9.41%
vs Peers
-0.41%

CBSLX Mutual Fund Performance

CBSLX performance across multiple time periods: 1-month -0.78%, YTD 9.01%, 1-year 14.19%, 3-year 12.03%, 5-year 6.45%, 10-year 13.33%.

CBSLX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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