CPPGX Mutual Fund

CPPGX Mutual Fund

NAV$9.26
See how much of CPPGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.39%
3 Months
-1.38%
6 Months
-1.06%
YTD
-0.98%
1 Year
+0.08%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.43%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPPGX 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
Lipper Short-Intermediate Investment Grade Debt Funds Index(^LSINTIGDFI)
This Mutual Fund (YTD)
-0.98%
Peer Avg (YTD)
+0.50%
vs Peers
-1.48%

CPPGX Mutual Fund Performance

CPPGX performance across multiple time periods: 1-month -1.39%, YTD -0.98%, 1-year 0.08%, 3-year 4.26%, 5-year 1.43%, 10-year 1.77%.

CPPGX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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