CPXAX Mutual Fund

CPXAX Mutual Fund

NAV$12.35
See how much of CPXAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.49%
3 Months
+0.38%
6 Months
+0.76%
YTD
+1.45%
1 Year
+5.17%
3 Years (annualized)
+8.37%
5 Years (annualized)
+2.27%
10 Years (annualized)
+4.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPXAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Institutional Capital Securities Index(ICSI)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+2.39%
vs Peers
-0.94%

CPXAX Mutual Fund Performance

CPXAX performance across multiple time periods: 1-month -0.49%, YTD 1.45%, 1-year 5.17%, 3-year 8.37%, 5-year 2.27%, 10-year 4.11%.

CPXAX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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