CYPIX Mutual Fund

CYPIX Mutual Fund

NAV$68.39
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Returns Overview

1 Month
-9.93%
3 Months
-11.62%
6 Months
-2.55%
YTD
-14.88%
1 Year
-17.35%
3 Years (annualized)
+11.35%
5 Years (annualized)
+0.84%
10 Years (annualized)
+11.97%

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)
-14.88%
Peer Avg (YTD)
+5.40%
vs Peers
-20.28%

CYPIX Mutual Fund Performance

CYPIX performance across multiple time periods: 1-month -9.93%, YTD -14.88%, 1-year -17.35%, 3-year 11.35%, 5-year 0.84%, 10-year 11.97%.

CYPIX returns trail the peer average of 5.40% 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.