CPMPX Mutual Fund

CPMPX Mutual Fund

NAV$10.64
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Returns Overview

6 Months
+0.19%
YTD
+0.76%
1 Year
+1.26%
3 Years (annualized)
+5.25%
5 Years (annualized)
+3.52%
10 Years (annualized)
+4.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPMPX 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
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📉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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+2.28%
vs Peers
-1.53%

CPMPX Mutual Fund Performance

CPMPX performance across multiple time periods: YTD 0.76%, 1-year 1.26%, 3-year 5.25%, 5-year 3.52%, 10-year 4.58%.

CPMPX returns trail the peer average of 2.28% YTD. With an expense ratio of 2.64%, investors should weigh costs against performance when evaluating this mutual fund.

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