CYPIX Mutual Fund

NAV$75.81
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Returns Overview

1 Month
-4.73%
3 Months
+10.26%
6 Months
-4.94%
YTD
-3.69%
1 Year
+7.24%
3 Years (annualized)
+11.96%
5 Years (annualized)
+3.44%
10 Years (annualized)
+13.28%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Consumer Discretionary Select Sector Index
This Mutual Fund (YTD)
-3.69%
Peer Avg (YTD)
+3.47%
vs Peers
-7.16%

CYPIX Mutual Fund Performance

CYPIX performance across multiple time periods: 1-month -4.73%, YTD -3.69%, 1-year 7.24%, 3-year 11.96%, 5-year 3.44%, 10-year 13.28%.

CYPIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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