CYBAX Mutual Fund

CYBAX Mutual Fund

NAV$24.11
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Returns Overview

1 Month
+0.70%
3 Months
-0.57%
6 Months
-0.10%
YTD
+0.06%
1 Year
+1.21%
3 Years (annualized)
+7.35%
5 Years (annualized)
+2.76%
10 Years (annualized)
+3.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CYBAX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.06%
Peer Avg (YTD)
+2.28%
vs Peers
-2.22%

CYBAX Mutual Fund Performance

CYBAX performance across multiple time periods: 1-month 0.70%, YTD 0.06%, 1-year 1.21%, 3-year 7.35%, 5-year 2.76%, 10-year 3.65%.

CYBAX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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