CPATX Mutual Fund

NAV$11.00

Returns Overview

1 Month
-0.04%
3 Months
+0.92%
6 Months
-0.56%
YTD
-0.56%
1 Year
+2.52%
3 Years (annualized)
+5.16%
5 Years (annualized)
+3.19%
10 Years (annualized)
+4.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPATX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.56%
Peer Avg (YTD)
+3.23%
vs Peers
-3.79%

CPATX Mutual Fund Performance

CPATX performance across multiple time periods: 1-month -0.04%, YTD -0.56%, 1-year 2.52%, 3-year 5.16%, 5-year 3.19%, 10-year 4.38%.

CPATX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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