CPXIX Mutual Fund

CPXIX Mutual Fund

NAV$12.10
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Returns Overview

1 Month
-0.25%
3 Months
-2.15%
6 Months
-1.71%
YTD
-0.05%
1 Year
+0.21%
3 Years (annualized)
+8.94%
5 Years (annualized)
+2.11%
10 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPXIX 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)
-0.05%
Peer Avg (YTD)
+3.99%
vs Peers
-4.04%

CPXIX Mutual Fund Performance

CPXIX performance across multiple time periods: 1-month -0.25%, YTD -0.05%, 1-year 0.21%, 3-year 8.94%, 5-year 2.11%, 10-year 3.96%.

CPXIX returns trail the peer average of 3.99% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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