CPAYX Mutual Fund

CPAYX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
-4.48%
3 Months
+1.32%
6 Months
+1.52%
YTD
+16.35%
1 Year
+18.74%
3 Years (annualized)
+15.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPAYX 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
Dow Jones US Select Dividend Index(DJDVP)
This Mutual Fund (YTD)
+16.35%
Peer Avg (YTD)
+8.67%
vs Peers
+7.68%

CPAYX Mutual Fund Performance

CPAYX performance across multiple time periods: 1-month -4.48%, YTD 16.35%, 1-year 18.74%, 3-year 15.03%.

CPAYX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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