CPUAX Mutual Fund

CPUAX Mutual Fund

NAV$8.73
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Returns Overview

1 Month
-2.82%
3 Months
-4.31%
6 Months
-2.85%
YTD
-3.58%
1 Year
-2.76%
3 Years (annualized)
+5.08%
5 Years (annualized)
-0.26%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPUAX 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
Bloomberg Barclays US Credit Bond Index(^BBCRB)
This Mutual Fund (YTD)
-3.58%
Peer Avg (YTD)
+0.50%
vs Peers
-4.08%

CPUAX Mutual Fund Performance

CPUAX performance across multiple time periods: 1-month -2.82%, YTD -3.58%, 1-year -2.76%, 3-year 5.08%, 5-year -0.26%, 10-year 2.23%.

CPUAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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