CPPAX Mutual Fund

NAV$9.36

Returns Overview

1 Month
+0.02%
3 Months
+0.31%
6 Months
+0.37%
YTD
+0.37%
1 Year
+2.67%
3 Years (annualized)
+4.44%
5 Years (annualized)
+1.45%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPPAX 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
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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
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+3.23%
vs Peers
-2.86%

CPPAX Mutual Fund Performance

CPPAX performance across multiple time periods: 1-month 0.02%, YTD 0.37%, 1-year 2.67%, 3-year 4.44%, 5-year 1.45%, 10-year 1.69%.

CPPAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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