CPSIX Mutual Fund

CPSIX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
-0.85%
3 Months
+0.49%
6 Months
+0.23%
YTD
+0.62%
1 Year
+3.18%
3 Years (annualized)
+6.67%
5 Years (annualized)
+3.70%
10 Years (annualized)
+2.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPSIX 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 1-5 Year US Government/Credit Index
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+0.12%
vs Peers
+0.50%

CPSIX Mutual Fund Performance

CPSIX performance across multiple time periods: 1-month -0.85%, YTD 0.62%, 1-year 3.18%, 3-year 6.67%, 5-year 3.70%, 10-year 2.94%.

CPSIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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