CBSLX Mutual Fund

CBSLX Mutual Fund

NAV$29.47
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Returns Overview

1 Month
-0.65%
3 Months
-0.51%
6 Months
+2.52%
YTD
+8.45%
1 Year
+7.23%
3 Years (annualized)
+16.32%
5 Years (annualized)
+5.21%
10 Years (annualized)
+13.48%

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
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)
+8.45%
Peer Avg (YTD)
+10.80%
vs Peers
-2.35%

CBSLX Mutual Fund Performance

CBSLX performance across multiple time periods: 1-month -0.65%, YTD 8.45%, 1-year 7.23%, 3-year 16.32%, 5-year 5.21%, 10-year 13.48%.

CBSLX returns trail the peer average of 10.80% 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.