CSBYX Mutual Fund

CSBYX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
-0.68%
3 Months
-0.15%
6 Months
+0.88%
YTD
+1.28%
1 Year
+2.48%
3 Years (annualized)
+5.83%
5 Years (annualized)
+2.99%
10 Years (annualized)
+2.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSBYX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+0.50%
vs Peers
+0.78%

CSBYX Mutual Fund Performance

CSBYX performance across multiple time periods: 1-month -0.68%, YTD 1.28%, 1-year 2.48%, 3-year 5.83%, 5-year 2.99%, 10-year 2.68%.

CSBYX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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