CPSIX Mutual Fund

CPSIX Mutual Fund

NAV$9.48
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Returns Overview

1 Month
+0.53%
3 Months
-1.22%
6 Months
-0.74%
YTD
-0.61%
1 Year
+0.26%
3 Years (annualized)
+6.48%
5 Years (annualized)
+3.56%
10 Years (annualized)
+3.43%

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)
-0.61%
Peer Avg (YTD)
+1.93%
vs Peers
-2.53%

CPSIX Mutual Fund Performance

CPSIX performance across multiple time periods: 1-month 0.53%, YTD -0.61%, 1-year 0.26%, 3-year 6.48%, 5-year 3.56%, 10-year 3.43%.

CPSIX returns trail the peer average of 1.93% 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.