CEPRX Mutual Fund

CEPRX Mutual Fund

NAV$8.82
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Returns Overview

1 Month
-0.29%
3 Months
+0.37%
6 Months
+1.13%
YTD
+1.65%
1 Year
+4.83%
3 Years (annualized)
+7.37%
5 Years (annualized)
+3.53%
10 Years (annualized)
+4.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEPRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
+1.65%
Peer Avg (YTD)
+0.12%
vs Peers
+1.53%

CEPRX Mutual Fund Performance

CEPRX performance across multiple time periods: 1-month -0.29%, YTD 1.65%, 1-year 4.83%, 3-year 7.37%, 5-year 3.53%, 10-year 4.52%.

CEPRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

CEPRX vs another fund shows side-by-side returns. CEPRX alternatives are available in the Mutual Fund Screener.