CMPGX Mutual Fund

CMPGX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
+2.94%
3 Months
-0.22%
6 Months
-1.33%
YTD
-1.48%
1 Year
-1.15%
3 Years (annualized)
+5.28%
5 Years (annualized)
-0.58%
10 Years (annualized)
+0.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMPGX 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 Barclays US Agency Fixed Rate MBS Index(I29527US)
This Mutual Fund (YTD)
-1.48%
Peer Avg (YTD)
+0.72%
vs Peers
-2.21%

CMPGX Mutual Fund Performance

CMPGX performance across multiple time periods: 1-month 2.94%, YTD -1.48%, 1-year -1.15%, 3-year 5.28%, 5-year -0.58%, 10-year 0.38%.

CMPGX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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