CPUCX Mutual Fund

CPUCX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
-2.99%
3 Months
-4.56%
6 Months
-3.22%
YTD
-4.13%
1 Year
-3.59%
3 Years (annualized)
+4.30%
5 Years (annualized)
-0.92%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPUCX 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 Barclays US Credit Bond Index(^BBCRB)
This Mutual Fund (YTD)
-4.13%
Peer Avg (YTD)
+0.50%
vs Peers
-4.63%

CPUCX Mutual Fund Performance

CPUCX performance across multiple time periods: 1-month -2.99%, YTD -4.13%, 1-year -3.59%, 3-year 4.30%, 5-year -0.92%, 10-year 1.52%.

CPUCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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