CPQGX Mutual Fund

CPQGX Mutual Fund

NAV$9.27
See how much of CPQGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.11%
3 Months
+0.35%
6 Months
+0.91%
YTD
+0.54%
1 Year
+1.95%
3 Years (annualized)
+8.74%
5 Years (annualized)
+5.20%
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)
+0.54%
Peer Avg (YTD)
+2.15%
vs Peers
-1.61%

CPQGX Mutual Fund Performance

CPQGX performance across multiple time periods: 1-month -0.11%, YTD 0.54%, 1-year 1.95%, 3-year 8.74%, 5-year 5.20%, 10-year 2.02%.

CPQGX returns trail the peer average of 2.15% 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.