CYBAX Mutual Fund

CYBAX Mutual Fund

NAV$24.72
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Returns Overview

1 Month
-0.34%
3 Months
+0.48%
6 Months
+0.38%
YTD
+0.64%
1 Year
+3.58%
3 Years (annualized)
+6.75%
5 Years (annualized)
+2.84%
10 Years (annualized)
+3.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CYBAX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+0.12%
vs Peers
+0.52%

CYBAX Mutual Fund Performance

CYBAX performance across multiple time periods: 1-month -0.34%, YTD 0.64%, 1-year 3.58%, 3-year 6.75%, 5-year 2.84%, 10-year 3.98%.

CYBAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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