CPXCX Mutual Fund

NAV$12.25

Returns Overview

1 Month
-0.97%
3 Months
-1.29%
6 Months
-2.16%
YTD
-1.92%
1 Year
+6.12%
3 Years (annualized)
+8.64%
5 Years (annualized)
+1.97%
10 Years (annualized)
+3.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPXCX 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
ICE BofA US Institutional Capital Securities Index(ICSI)
This Mutual Fund (YTD)
-1.92%
Peer Avg (YTD)
+3.47%
vs Peers
-5.40%

CPXCX Mutual Fund Performance

CPXCX performance across multiple time periods: 1-month -0.97%, YTD -1.92%, 1-year 6.12%, 3-year 8.64%, 5-year 1.97%, 10-year 3.84%.

CPXCX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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