CPUYX Mutual Fund

NAV$9.07

Returns Overview

1 Year
-0.09%
3 Years (annualized)
+3.44%
5 Years (annualized)
-0.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPUYX 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)

CPUYX Mutual Fund Performance

CPUYX performance across multiple time periods: 1-year -0.09%, 3-year 3.44%, 5-year -0.87%.

CPUYX returns can be compared against peers and benchmarks. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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