CPUAX Mutual Fund

CPUAX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-2.04%
3 Months
-1.14%
6 Months
-1.60%
YTD
-1.29%
1 Year
+1.93%
3 Years (annualized)
+4.67%
5 Years (annualized)
-0.36%
10 Years (annualized)
+2.23%

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
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📉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)
-1.29%
Peer Avg (YTD)
+0.12%
vs Peers
-1.41%

CPUAX Mutual Fund Performance

CPUAX performance across multiple time periods: 1-month -2.04%, YTD -1.29%, 1-year 1.93%, 3-year 4.67%, 5-year -0.36%, 10-year 2.23%.

CPUAX returns trail the peer average of 0.12% 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.