CPIIX Mutual Fund

CPIIX Mutual Fund

NAV$8.88
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Returns Overview

1 Month
+1.37%
3 Months
-0.61%
6 Months
-1.69%
YTD
-1.26%
1 Year
-0.92%
3 Years (annualized)
+6.26%
5 Years (annualized)
-0.09%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPIIX 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)
-1.26%
Peer Avg (YTD)
-1.17%
vs Peers
-0.09%

CPIIX Mutual Fund Performance

CPIIX performance across multiple time periods: 1-month 1.37%, YTD -1.26%, 1-year -0.92%, 3-year 6.26%, 5-year -0.09%, 10-year 2.03%.

CPIIX returns trail the peer average of -1.17% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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