CSBIX Mutual Fund

CSBIX Mutual Fund

NAV$23.43
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Returns Overview

1 Month
+0.89%
3 Months
+1.87%
6 Months
+14.13%
YTD
+8.53%
1 Year
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSBIX 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

This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+9.31%
vs Peers
-0.77%

CSBIX Mutual Fund Performance

CSBIX performance across multiple time periods: 1-month 0.89%, YTD 8.53%, 1-year 7.54%.

CSBIX returns trail the peer average of 9.31% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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