CPAYX Mutual Fund

NAV$13.08

Returns Overview

1 Month
-1.90%
3 Months
+0.20%
6 Months
+15.76%
YTD
+14.83%
1 Year
+23.21%
3 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPAYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+14.83%
Peer Avg (YTD)
+8.97%
vs Peers
+5.86%

CPAYX Mutual Fund Performance

CPAYX performance across multiple time periods: 1-month -1.90%, YTD 14.83%, 1-year 23.21%, 3-year 12.57%.

CPAYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

CPAYX performance comparison shows side-by-side returns with another fund. CPAYX alternatives are available in the Mutual Fund Screener.