CYPIX Mutual Fund

CYPIX Mutual Fund

NAV$76.07
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Returns Overview

1 Month
+8.66%
3 Months
-1.83%
6 Months
-5.92%
YTD
-7.51%
1 Year
-9.89%
3 Years (annualized)
+17.43%
5 Years (annualized)
+0.50%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CYPIX 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
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📉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
S&P Consumer Discretionary Select Sector Index
This Mutual Fund (YTD)
-7.51%
Peer Avg (YTD)
+3.99%
vs Peers
-11.49%

CYPIX Mutual Fund Performance

CYPIX performance across multiple time periods: 1-month 8.66%, YTD -7.51%, 1-year -9.89%, 3-year 17.43%, 5-year 0.50%, 10-year 12.14%.

CYPIX returns trail the peer average of 3.99% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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