CPXIX Mutual Fund

CPXIX Mutual Fund

NAV$12.04
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Returns Overview

1 Month
-2.40%
3 Months
-2.36%
6 Months
+0.64%
YTD
-0.32%
1 Year
+1.10%
3 Years (annualized)
+9.07%
5 Years (annualized)
+2.64%
10 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPXIX 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)
-0.32%
Peer Avg (YTD)
+5.40%
vs Peers
-5.72%

CPXIX Mutual Fund Performance

CPXIX performance across multiple time periods: 1-month -2.40%, YTD -0.32%, 1-year 1.10%, 3-year 9.07%, 5-year 2.64%, 10-year 4.37%.

CPXIX returns trail the peer average of 5.40% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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