CPRRX Mutual Fund

NAV$12.42

Returns Overview

1 Month
-0.88%
3 Months
-1.43%
6 Months
-2.13%
YTD
-1.51%
1 Year
+6.59%
3 Years (annualized)
+9.19%
5 Years (annualized)
+2.47%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPRRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US Institutional Capital Securities Index(ICSI)
This Mutual Fund (YTD)
-1.51%
Peer Avg (YTD)
+3.47%
vs Peers
-4.98%

CPRRX Mutual Fund Performance

CPRRX performance across multiple time periods: 1-month -0.88%, YTD -1.51%, 1-year 6.59%, 3-year 9.19%, 5-year 2.47%, 10-year 4.35%.

CPRRX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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