CPBRX Mutual Fund

CPBRX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
+0.34%
3 Months
-0.83%
6 Months
-2.05%
YTD
-0.24%
1 Year
+2.01%
3 Years (annualized)
+4.70%
5 Years (annualized)
-0.63%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPBRX 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)
-0.24%
Peer Avg (YTD)
+0.56%
vs Peers
-0.80%

CPBRX Mutual Fund Performance

CPBRX performance across multiple time periods: 1-month 0.34%, YTD -0.24%, 1-year 2.01%, 3-year 4.70%, 5-year -0.63%, 10-year 1.62%.

CPBRX returns trail the peer average of 0.56% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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