CIBYX Mutual Fund

NAV$12.70

Returns Overview

1 Month
+0.81%
3 Months
+3.94%
6 Months
+4.98%
YTD
+4.81%
1 Year
+10.74%
3 Years (annualized)
+9.32%
5 Years (annualized)
+3.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIBYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+4.14%
vs Peers
+0.67%

CIBYX Mutual Fund Performance

CIBYX performance across multiple time periods: 1-month 0.81%, YTD 4.81%, 1-year 10.74%, 3-year 9.32%, 5-year 3.57%.

CIBYX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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