Cb Large Cap Fund Manager Performance Evaluation
| CBLSX Fund | USD 10.33 0.02 0.19% |
The fund retains a Beta (Systematic Risk) of 0.87, which alludes to generally lower market sensitivity than the broad market. Returns on CB LARGE closely shadow the overall market, offering near-index exposure without significant amplification or dampening.
Risk-Adjusted Performance
Weak
Weak | Strong |
For the recent 90-day horizon, Cb Large Cap failed to convert risk into positive risk-adjusted performance. The business is commonly classified in the Large Value sector and the Large Value industry. Despite somewhat strong basic indicators, CB LARGE is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 1st of October 2022 | |
| Expense Ratio | 0.5000 |
CBLSX |
Relative Risk vs. Return Landscape
If you had invested $ 1,050 in Cb Large Cap on December 24, 2025 and sold it today you would have lost $ 17.00 from holding Cb Large Cap or given up 1.62% of portfolio value over 90 days. Cb Large Cap is currently producing negative expected returns and carries 0.8445% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than CBLSX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Cb Large Cap
Below is the normalized historical share price chart for Cb Large Cap extending back to July 26, 2004. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of CB LARGE stands at 10.33, as last reported on the 24th of March, with the highest price reaching 10.33 and the lowest price hitting 10.33 during the day.Macro event markers
Target Price Odds to finish over Current Price
For CBLSX Mutual Fund, the tendency of price to converge toward a long-term average provides a useful forecasting baseline. Investors have relied on this tendency for decades, though persistent mispricings in some instruments suggest additional risk factors.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 10.33 | 90 days | 10.33 | about 92.51 |
Based on standard probability analysis, the odds of CB LARGE moving above the current price in 90 days from now are about 92.51 . Over this horizon, the return distribution for this fund has leaned toward above-current outcomes historically. (The curve highlights the price band where the market has recently concentrated expectations for CBLSX Mutual Fund over the next 90 days). A narrower shape indicates the market has recently priced CBLSX Mutual Fund into a more concentrated outcome range.
CB LARGE Price Density |
| Price |
Predictive Modules for CB LARGE
A variety of analytical techniques are available for forecasting Cb Large Cap and the broader fund market. From technical pattern analysis to statistical models, each method contributes a different perspective on Cb Large Cap.The mean reversion principle applied to CB LARGE's suggests that neither prolonged outperformance nor underperformance is permanent. Identifying the root cause of CB LARGE's price dislocation is essential before acting on a mean reversion signal.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, with CB LARGE experiencing notable price swings. CB LARGE has reflected this volatile environment with periods of significant price swings.α | Alpha over Dow Jones | 0.05 | |
β | Beta against Dow Jones | 0.87 | |
σ | Overall volatility | 0.25 | |
Ir | Information ratio | 0.07 |
Investor Alerts and Insights
Alerts and suggestions for CB LARGE give investors a structured way to monitor the fund for material events. Cb Large Cap alerts cover shifts in fundamentals, technical conditions, and significant market-moving events.| Cb Large Cap generated a negative expected return over the last 90 days | |
| The fund holds 98.32% of its assets under management (AUM) in equities |
CB LARGE Fundamentals Growth
CBLSX Mutual Fund performance is fundamentally tied to CB LARGE's financial health and growth outlook. Investors track revenue and earnings growth, margin stability, and balance sheet health for CBLSX Mutual Fund.
| Price To Earning | 16.43 X | |||
| Price To Book | 2.10 X | |||
| Price To Sales | 1.07 X | |||
| Total Asset | 108.46 M | |||
Performance Metrics & Calculation Methodology
Peer and benchmark comparison for CB LARGE frames whether NAV returns reflect category leadership or drift. Relative ranking across peers strengthens context when comparing performance over matching windows.
Data shown for Cb Large Cap is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication timing can introduce delays. Return and risk statistics are calculated from historical price series.