CPATX Mutual Fund

CPATX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
+0.09%
3 Months
-0.38%
6 Months
-0.58%
YTD
-1.32%
1 Year
-0.30%
3 Years (annualized)
+4.64%
5 Years (annualized)
+3.06%
10 Years (annualized)
+3.79%

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
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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(^BBUSAI)
This Mutual Fund (YTD)
-1.32%
Peer Avg (YTD)
+1.93%
vs Peers
-3.25%

CPATX Mutual Fund Performance

CPATX performance across multiple time periods: 1-month 0.09%, YTD -1.32%, 1-year -0.30%, 3-year 4.64%, 5-year 3.06%, 10-year 3.79%.

CPATX returns trail the peer average of 1.93% YTD. With an expense ratio of 2.12%, investors should weigh costs against performance when evaluating this mutual fund.

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