Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CPHYX (HIGH YIELD FUND CLASS A) | -1.47% | 5.51% | 4.69% | 5.97% | 4.06% | 5.28% | 6.26% | 6.50% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPHYX (HIGH YIELD FUND CLASS A) | 04/29/1998 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 04/29/1998.
AR inception is since 04/29/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 5.51 | 4.69 | 5.97 | 4.06 | 5.28 | 6.26 | 6.50 | -1.47 | 6.53 | 12.45 | -8.54 | 5.43 | 6.12 | 13.30 | -4.79 | 6.67 | 14.64 | -2.91 | 2.11 | 7.00 | 15.28 | 3.67 | 13.19 | 42.85 | -21.84 | 5.69 | 14.47 | 6.61 | 11.45 | 26.23 | 0.79 | 3.17 | -1.51 | 12.04 | -3.31 |
| Sharpe Ratio | NA | -0.22 | 0.06 | 0.67 | 0.43 | NA | NA | 0.86 | -1.49 | -0.02 | 1.57 | -1.42 | 2.11 | 0.51 | 3.56 | -1.62 | 2.26 | 2.68 | -0.65 | 0.54 | 2.01 | 3.93 | 0.64 | 2.96 | 5.89 | -2.42 | 0.59 | 3.32 | 1.22 | 2.48 | 6.04 | -0.05 | 0.12 | -0.88 | 1.86 | -1.37 |
| Standard Deviation(%) | NA | 3.87 | 5.39 | 4.97 | 5.59 | NA | NA | 5.50 | 5.08 | 3.33 | 5.25 | 7.02 | 2.56 | 11.39 | 3.34 | 3.79 | 2.68 | 5.38 | 4.50 | 3.86 | 3.47 | 3.91 | 5.68 | 4.43 | 7.26 | 9.39 | 4.59 | 3.39 | 3.65 | 4.24 | 4.23 | 6.17 | 7.04 | 6.40 | 4.73 | 5.89 |
| Draw Down(%) | NA | 5.00 | 8.16 | 13.59 | 20.68 | NA | NA | 28.30 | 4.97 | 1.93 | 3.80 | 13.59 | 1.91 | 20.68 | 1.25 | 6.95 | 2.00 | 4.98 | 8.80 | 6.18 | 5.42 | 3.07 | 9.89 | 5.22 | 7.26 | 28.30 | 5.57 | 2.07 | 4.28 | 5.92 | 4.80 | 13.73 | 8.78 | 7.91 | 2.52 | 9.64 |
| Yield(%) | 0.00 | 4.86 | 5.07 | 5.36 | 4.93 | 5.90 | 6.61 | 6.16 | 0.00 | 5.78 | 6.01 | 4.71 | 4.76 | 4.88 | 5.97 | 5.55 | 5.01 | 6.11 | 5.72 | 6.93 | 8.16 | 8.32 | 10.84 | 10.05 | 11.24 | 7.11 | 10.33 | 9.77 | 6.76 | 7.40 | 7.98 | 7.52 | 11.16 | 10.06 | 10.23 | 6.27 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPHYX (HIGH YIELD FUND CLASS A) |
-2.91%
Nov 2005 - Nov 2008 |
1.17%
Sep 2017 - Sep 2022 |
3.46%
Oct 2013 - Oct 2023 |
4.95%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPHYX (HIGH YIELD FUND CLASS A) |
20.30%
Feb 2009 - Feb 2012 |
16.67%
Nov 2008 - Nov 2013 |
10.99%
Sep 2002 - Sep 2012 |
9.27%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart