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 |
|---|---|---|---|---|---|---|---|---|
| CPTNX (GOVERNMENT BOND FUND INVESTOR CLASS) | 1.52% | 6.00% | -0.40% | -2.17% | 0.39% | 1.32% | 2.33% | 5.13% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPTNX (GOVERNMENT BOND FUND INVESTOR CLASS) | 06/27/1980 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 06/27/1980.
AR inception is since 06/27/1980.
| 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 6.00 | -0.40 | -2.17 | 0.39 | 1.32 | 2.33 | 5.13 | 1.52 | -0.05 | 3.16 | -12.46 | -2.39 | 6.26 | 6.16 | 0.56 | 2.14 | 0.99 | 0.51 | 4.60 | -2.88 | 2.18 | 7.51 | 5.07 | 2.96 | 9.49 | 7.84 | 3.95 | 2.42 | 2.33 | 0.50 | 6.10 | 6.73 | 12.65 | -2.10 | 8.83 | 8.33 | 4.09 | 13.73 | -2.32 | 7.90 | 6.56 | 13.74 | 9.21 | 11.93 | 5.26 | -2.85 | 8.12 | 18.29 | 12.15 | 7.67 | 17.47 | 10.55 | -1.52 |
| Sharpe Ratio | NA | -0.07 | -0.65 | -0.80 | -0.26 | NA | NA | 0.49 | 0.34 | -1.12 | -0.13 | -1.87 | -0.81 | 1.48 | 1.45 | -0.28 | 0.55 | 0.26 | 0.15 | 2.02 | -0.97 | 0.91 | 1.92 | 1.32 | 0.69 | 1.34 | 1.28 | 0.23 | 0.09 | 0.43 | -0.06 | 0.99 | 0.76 | 2.04 | -1.33 | 1.03 | 1.29 | 0.14 | 2.96 | -1.40 | 1.98 | 1.08 | 3.14 | 0.98 | 1.45 | 0.12 | -0.74 | 0.46 | 3.80 | 3.39 | 0.95 | 3.23 | 0.10 | -1.78 |
| Standard Deviation(%) | NA | 5.62 | 7.32 | 6.07 | 4.90 | NA | NA | 4.49 | 5.81 | 5.95 | 8.44 | 7.42 | 2.99 | 4.06 | 3.29 | 2.68 | 2.76 | 3.01 | 3.32 | 2.27 | 3.00 | 2.36 | 3.89 | 3.78 | 4.13 | 6.37 | 3.81 | 3.03 | 2.75 | 3.26 | 3.44 | 5.03 | 5.89 | 4.19 | 3.99 | 5.33 | 3.72 | 4.25 | 3.34 | 3.76 | 2.93 | 3.85 | 3.17 | 4.00 | 4.28 | 4.96 | 9.24 | 8.55 | 3.44 | 1.59 | 1.66 | 3.07 | 4.80 | 6.14 |
| Draw Down(%) | NA | 5.91 | 11.91 | 20.42 | 20.42 | NA | NA | 20.42 | 2.85 | 4.87 | 9.70 | 15.62 | 2.70 | 3.66 | 1.94 | 2.53 | 1.54 | 4.62 | 2.36 | 0.90 | 4.64 | 1.44 | 1.88 | 3.19 | 2.66 | 3.53 | 2.19 | 1.73 | 2.08 | 3.99 | 3.47 | 3.40 | 4.88 | 2.61 | 4.16 | 3.46 | 2.41 | 3.06 | 1.26 | 5.03 | 1.58 | 2.83 | 1.07 | 2.28 | 2.92 | 3.97 | 10.94 | 6.43 | 1.42 | 0.40 | 0.78 | 1.11 | 3.35 | 6.10 |
| Yield(%) | 0.00 | 2.87 | 2.82 | 1.98 | 2.12 | 2.36 | 2.99 | 5.34 | 0.00 | 3.72 | 3.35 | 2.15 | 0.97 | 1.74 | 2.56 | 2.44 | 2.13 | 2.28 | 1.67 | 1.72 | 1.95 | 2.87 | 3.99 | 3.41 | 4.74 | 5.12 | 4.63 | 4.50 | 3.71 | 3.97 | 3.90 | 2.32 | 4.69 | 5.63 | 5.13 | 7.22 | 5.74 | 5.54 | 6.03 | 4.86 | 7.29 | 9.93 | 7.00 | 7.48 | 7.93 | 7.47 | 6.62 | 7.85 | 9.28 | 9.65 | 9.52 | 10.43 | 9.24 | 4.85 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPTNX (GOVERNMENT BOND FUND INVESTOR CLASS) |
-6.60%
Oct 2020 - Oct 2023 |
-2.08%
Mar 2020 - Mar 2025 |
-0.10%
Oct 2013 - Oct 2023 |
1.17%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPTNX (GOVERNMENT BOND FUND INVESTOR CLASS) |
15.62%
Aug 1983 - Aug 1986 |
15.07%
Aug 1981 - Aug 1986 |
10.04%
Sep 1981 - Sep 1991 |
9.12%
Nov 1980 - Nov 1995 |
Annualized Rolling Returns Comparison Chart