CPXIX Mutual Fund

CPXIX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
-0.46%
3 Months
+0.46%
6 Months
+0.90%
YTD
+1.62%
1 Year
+5.46%
3 Years (annualized)
+8.68%
5 Years (annualized)
+2.60%
10 Years (annualized)
+4.45%

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)
+1.62%
Peer Avg (YTD)
+2.39%
vs Peers
-0.77%

CPXIX Mutual Fund Performance

CPXIX performance across multiple time periods: 1-month -0.46%, YTD 1.62%, 1-year 5.46%, 3-year 8.68%, 5-year 2.60%, 10-year 4.45%.

CPXIX returns trail the peer average of 2.39% 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.