CPFXX Mutual Fund

CPFXX Mutual Fund

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Returns Overview

3 Months
+0.54%
6 Months
+1.38%
YTD
+2.46%
1 Year
+2.76%
3 Years (annualized)
+3.50%
5 Years (annualized)
+2.93%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPFXX 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 Barclays US 1-3 Month Treasury Bill Index(H00078MX)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+2.21%
vs Peers
+0.24%

CPFXX Mutual Fund Performance

CPFXX performance across multiple time periods: YTD 2.46%, 1-year 2.76%, 3-year 3.50%, 5-year 2.93%, 10-year 1.81%.

CPFXX returns outperform the peer average of 2.21% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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