CPUIX Mutual Fund

CPUIX Mutual Fund

NAV$9.00
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Returns Overview

1 Month
-2.11%
3 Months
-1.08%
6 Months
-1.48%
YTD
-1.15%
1 Year
+2.11%
3 Years (annualized)
+4.91%
5 Years (annualized)
-0.15%
10 Years (annualized)
+2.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPUIX 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
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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)
-1.15%
Peer Avg (YTD)
+0.12%
vs Peers
-1.27%

CPUIX Mutual Fund Performance

CPUIX performance across multiple time periods: 1-month -2.11%, YTD -1.15%, 1-year 2.11%, 3-year 4.91%, 5-year -0.15%, 10-year 2.44%.

CPUIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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