CPHUX Mutual Fund

CPHUX Mutual Fund

NAV$20.47
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Returns Overview

1 Month
+0.10%
3 Months
-0.39%
6 Months
-0.33%
YTD
+1.13%
1 Year
+2.45%
3 Years (annualized)
+6.26%
5 Years (annualized)
+2.03%
10 Years (annualized)
+3.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPHUX 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
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+2.15%
vs Peers
-1.03%

CPHUX Mutual Fund Performance

CPHUX performance across multiple time periods: 1-month 0.10%, YTD 1.13%, 1-year 2.45%, 3-year 6.26%, 5-year 2.03%, 10-year 3.59%.

CPHUX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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