CPAFX Mutual Fund

CPAFX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
+2.11%
3 Months
-0.41%
6 Months
-1.57%
YTD
-1.60%
1 Year
-1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPAFX 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
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
-1.60%
Peer Avg (YTD)
-1.17%
vs Peers
-0.43%

CPAFX Mutual Fund Performance

CPAFX performance across multiple time periods: 1-month 2.11%, YTD -1.60%, 1-year -1.05%.

CPAFX returns trail the peer average of -1.17% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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