CPUYX Mutual Fund

CPUYX Mutual Fund

NAV$9.07
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Returns Overview

1 Year
-0.09%
3 Years (annualized)
+3.35%
5 Years (annualized)
-1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPUYX 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)

CPUYX Mutual Fund Performance

CPUYX performance across multiple time periods: 1-year -0.09%, 3-year 3.35%, 5-year -1.02%.

CPUYX returns can be compared against peers and benchmarks. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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