CPHUX Mutual Fund

CPHUX Mutual Fund

NAV$20.50
See how much of CPHUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.32%
3 Months
-2.54%
6 Months
-0.68%
YTD
-0.74%
1 Year
-0.03%
3 Years (annualized)
+6.26%
5 Years (annualized)
+2.03%
10 Years (annualized)
+3.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPHUX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Cash Pay High Yield Constrained Index
This Mutual Fund (YTD)
-0.74%
Peer Avg (YTD)
+0.50%
vs Peers
-1.24%

CPHUX Mutual Fund Performance

CPHUX performance across multiple time periods: 1-month -2.32%, YTD -0.74%, 1-year -0.03%, 3-year 6.26%, 5-year 2.03%, 10-year 3.59%.

CPHUX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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