CBSYX Mutual Fund

CBSYX Mutual Fund

NAV$16.77
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Returns Overview

1 Month
-0.54%
3 Months
+0.24%
6 Months
+2.72%
YTD
+5.12%
1 Year
+11.92%
3 Years (annualized)
+9.64%
5 Years (annualized)
+4.61%
10 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBSYX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+5.54%
vs Peers
-0.42%

CBSYX Mutual Fund Performance

CBSYX performance across multiple time periods: 1-month -0.54%, YTD 5.12%, 1-year 11.92%, 3-year 9.64%, 5-year 4.61%, 10-year 6.38%.

CBSYX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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