CPXCX Mutual Fund

CPXCX Mutual Fund

NAV$11.87
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Returns Overview

1 Month
+0.43%
3 Months
+0.23%
6 Months
+0.30%
YTD
+1.42%
1 Year
+4.05%
3 Years (annualized)
+8.05%
5 Years (annualized)
+1.75%
10 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPXCX 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
ICE BofA US Institutional Capital Securities Index(ICSI)
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+4.75%
vs Peers
-3.32%

CPXCX Mutual Fund Performance

CPXCX performance across multiple time periods: 1-month 0.43%, YTD 1.42%, 1-year 4.05%, 3-year 8.05%, 5-year 1.75%, 10-year 3.44%.

CPXCX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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