CPBYX Mutual Fund

CPBYX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
+1.75%
3 Months
-0.62%
6 Months
-1.33%
YTD
-0.90%
1 Year
-0.56%
3 Years (annualized)
+6.39%
5 Years (annualized)
-0.03%
10 Years (annualized)
+2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPBYX 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
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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

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.90%
Peer Avg (YTD)
-1.13%
vs Peers
+0.23%

CPBYX Mutual Fund Performance

CPBYX performance across multiple time periods: 1-month 1.75%, YTD -0.90%, 1-year -0.56%, 3-year 6.39%, 5-year -0.03%, 10-year 2.05%.

CPBYX returns outperform the peer average of -1.13% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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