CPPEX Mutual Fund

CPPEX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
+0.19%
3 Months
-0.04%
6 Months
-0.73%
YTD
+0.11%
1 Year
+1.44%
3 Years (annualized)
+4.00%
5 Years (annualized)
+1.16%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPPEX 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
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
+2.15%
vs Peers
-2.04%

CPPEX Mutual Fund Performance

CPPEX performance across multiple time periods: 1-month 0.19%, YTD 0.11%, 1-year 1.44%, 3-year 4.00%, 5-year 1.16%, 10-year 1.48%.

CPPEX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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