CPATX Mutual Fund

CPATX Mutual Fund

NAV$11.02
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Returns Overview

1 Month
-0.38%
3 Months
-0.20%
6 Months
-1.30%
YTD
-0.94%
1 Year
+1.96%
3 Years (annualized)
+4.59%
5 Years (annualized)
+3.10%
10 Years (annualized)
+4.11%

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)
-0.94%
Peer Avg (YTD)
+0.12%
vs Peers
-1.06%

CPATX Mutual Fund Performance

CPATX performance across multiple time periods: 1-month -0.38%, YTD -0.94%, 1-year 1.96%, 3-year 4.59%, 5-year 3.10%, 10-year 4.11%.

CPATX returns trail the peer average of 0.12% 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.