CPSIX Mutual Fund

CPSIX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
+0.04%
3 Months
-0.41%
6 Months
+0.00%
YTD
+0.66%
1 Year
+2.46%
3 Years (annualized)
+6.62%
5 Years (annualized)
+3.74%
10 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPSIX 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
Bloomberg 1-5 Year US Government/Credit Index
This Mutual Fund (YTD)
+0.66%
Peer Avg (YTD)
+2.15%
vs Peers
-1.49%

CPSIX Mutual Fund Performance

CPSIX performance across multiple time periods: 1-month 0.04%, YTD 0.66%, 1-year 2.46%, 3-year 6.62%, 5-year 3.74%, 10-year 2.97%.

CPSIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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