CPQGX Mutual Fund

CPQGX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
+1.43%
3 Months
+0.27%
6 Months
+1.27%
YTD
+2.81%
1 Year
+4.43%
3 Years (annualized)
+8.82%
5 Years (annualized)
+5.31%
10 Years (annualized)
+2.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPQGX 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
PROUpgrade to run

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)
+2.81%
Peer Avg (YTD)
+1.93%
vs Peers
+0.88%

CPQGX Mutual Fund Performance

CPQGX performance across multiple time periods: 1-month 1.43%, YTD 2.81%, 1-year 4.43%, 3-year 8.82%, 5-year 5.31%, 10-year 2.02%.

CPQGX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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