CPCFX Mutual Fund

CPCFX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
-2.90%
3 Months
-3.90%
6 Months
-3.05%
YTD
-3.35%
1 Year
-2.67%
3 Years (annualized)
+4.18%
5 Years (annualized)
-1.00%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPCFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.35%
Peer Avg (YTD)
-1.38%
vs Peers
-1.97%

CPCFX Mutual Fund Performance

CPCFX performance across multiple time periods: 1-month -2.90%, YTD -3.35%, 1-year -2.67%, 3-year 4.18%, 5-year -1.00%, 10-year 1.16%.

CPCFX returns trail the peer average of -1.38% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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