CPBYX Mutual Fund

CPBYX Mutual Fund

NAV$8.82
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Returns Overview

1 Month
-2.81%
3 Months
-3.65%
6 Months
-2.56%
YTD
-2.61%
1 Year
-1.68%
3 Years (annualized)
+5.22%
5 Years (annualized)
-0.02%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPBYX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.61%
Peer Avg (YTD)
-1.38%
vs Peers
-1.23%

CPBYX Mutual Fund Performance

CPBYX performance across multiple time periods: 1-month -2.81%, YTD -2.61%, 1-year -1.68%, 3-year 5.22%, 5-year -0.02%, 10-year 2.17%.

CPBYX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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