CBSLX Mutual Fund

CBSLX Mutual Fund

NAV$30.01
See how much of CBSLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.41%
3 Months
-0.64%
6 Months
+13.36%
YTD
+9.15%
1 Year
+9.81%
3 Years (annualized)
+13.70%
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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+9.98%
vs Peers
-0.83%

CBSLX Mutual Fund Performance

CBSLX performance across multiple time periods: 1-month -1.41%, YTD 9.15%, 1-year 9.81%, 3-year 13.70%, 5-year 6.45%, 10-year 13.33%.

CBSLX returns trail the peer average of 9.98% 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.