CPXZX Mutual Fund

CPXZX Mutual Fund

NAV$12.00
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Returns Overview

1 Month
+0.51%
3 Months
+0.56%
6 Months
+0.88%
YTD
+2.17%
1 Year
+5.13%
3 Years (annualized)
+9.13%
5 Years (annualized)
+2.79%
10 Years (annualized)
+4.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPXZX 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
ICE BofA US Institutional Capital Securities Index(ICSI)
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+4.75%
vs Peers
-2.58%

CPXZX Mutual Fund Performance

CPXZX performance across multiple time periods: 1-month 0.51%, YTD 2.17%, 1-year 5.13%, 3-year 9.13%, 5-year 2.79%, 10-year 4.49%.

CPXZX returns trail the peer average of 4.75% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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