CPXAX Mutual Fund

CPXAX Mutual Fund

NAV$12.00
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Returns Overview

1 Month
-2.35%
3 Months
-2.36%
6 Months
+0.58%
YTD
-0.46%
1 Year
+0.89%
3 Years (annualized)
+8.76%
5 Years (annualized)
+2.51%
10 Years (annualized)
+4.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPXAX 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
ICE BofA US Institutional Capital Securities Index(ICSI)
This Mutual Fund (YTD)
-0.46%
Peer Avg (YTD)
+5.40%
vs Peers
-5.86%

CPXAX Mutual Fund Performance

CPXAX performance across multiple time periods: 1-month -2.35%, YTD -0.46%, 1-year 0.89%, 3-year 8.76%, 5-year 2.51%, 10-year 4.16%.

CPXAX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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