CPUAX Mutual Fund

NAV$9.00

Returns Overview

1 Month
-2.49%
3 Months
-1.96%
6 Months
-3.54%
YTD
-3.54%
1 Year
+4.13%
3 Years (annualized)
+5.51%
5 Years (annualized)
+0.22%
10 Years (annualized)
+2.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPUAX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Credit Bond Index(^BBCRB)
This Mutual Fund (YTD)
-3.54%
Peer Avg (YTD)
+3.23%
vs Peers
-6.76%

CPUAX Mutual Fund Performance

CPUAX performance across multiple time periods: 1-month -2.49%, YTD -3.54%, 1-year 4.13%, 3-year 5.51%, 5-year 0.22%, 10-year 2.63%.

CPUAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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