CPCFX Mutual Fund

CPCFX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
+1.67%
3 Months
-0.87%
6 Months
-1.83%
YTD
-1.73%
1 Year
-1.56%
3 Years (annualized)
+5.34%
5 Years (annualized)
-1.01%
10 Years (annualized)
+1.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPCFX 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
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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)
-1.73%
Peer Avg (YTD)
-1.13%
vs Peers
-0.60%

CPCFX Mutual Fund Performance

CPCFX performance across multiple time periods: 1-month 1.67%, YTD -1.73%, 1-year -1.56%, 3-year 5.34%, 5-year -1.01%, 10-year 1.07%.

CPCFX returns trail the peer average of -1.13% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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