CPIRX Mutual Fund

CPIRX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
+1.81%
3 Months
-0.43%
6 Months
-1.09%
YTD
-0.86%
1 Year
-0.62%
3 Years (annualized)
+6.53%
5 Years (annualized)
+0.39%
10 Years (annualized)
+2.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPIRX 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 Corporate Bond Index(^BBUCORPBI)
This Mutual Fund (YTD)
-0.86%
Peer Avg (YTD)
+0.72%
vs Peers
-1.58%

CPIRX Mutual Fund Performance

CPIRX performance across multiple time periods: 1-month 1.81%, YTD -0.86%, 1-year -0.62%, 3-year 6.53%, 5-year 0.39%, 10-year 2.73%.

CPIRX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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