CPUAX Mutual Fund

CPUAX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
+1.27%
3 Months
-1.08%
6 Months
-2.21%
YTD
-2.36%
1 Year
-1.99%
3 Years (annualized)
+6.14%
5 Years (annualized)
-0.41%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPUAX 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 Barclays US Credit Bond Index(^BBCRB)
This Mutual Fund (YTD)
-2.36%
Peer Avg (YTD)
+1.93%
vs Peers
-4.29%

CPUAX Mutual Fund Performance

CPUAX performance across multiple time periods: 1-month 1.27%, YTD -2.36%, 1-year -1.99%, 3-year 6.14%, 5-year -0.41%, 10-year 2.18%.

CPUAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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