CYPIX Mutual Fund

CYPIX Mutual Fund

NAV$72.52
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Returns Overview

1 Month
-2.18%
3 Months
-4.17%
6 Months
-8.62%
YTD
-7.01%
1 Year
+2.47%
3 Years (annualized)
+10.10%
5 Years (annualized)
+1.52%
10 Years (annualized)
+11.60%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Consumer Discretionary Select Sector Index
This Mutual Fund (YTD)
-7.01%
Peer Avg (YTD)
+2.39%
vs Peers
-9.40%

CYPIX Mutual Fund Performance

CYPIX performance across multiple time periods: 1-month -2.18%, YTD -7.01%, 1-year 2.47%, 3-year 10.10%, 5-year 1.52%, 10-year 11.60%.

CYPIX returns trail the peer average of 2.39% 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.