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CPMPX: CHANGING PARAMETERS FUND CHANGING PARAMETERS FUND (MUTUAL FUND)
Basic Info 10.63 0.03(0.28%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 10/11/2006 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 3.87% |
| Expenses | 2.64% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 0.6 | 5.2 | 5.9 | 2.7 | 3.9 | 3.7 | 3.2 | 6.7 | 3.9 | 8.1 | -4.3 | 2.0 | 8.7 | 6.8 | -1.2 | 5.3 | 9.4 | -1.8 | 2.0 | 2.9 | 9.5 | -0.1 | -0.9 | 0.5 | -2.8 | 5.1 | 3.5 |
| Sharpe Ratio | NA | -0.22 | 1.76 | 1.35 | 0.09 | 0.76 | NA | 0.63 | 2.07 | 0.13 | 1.68 | -1.23 | 0.82 | 1.54 | 2.98 | -2.07 | 2.66 | 3.33 | -1.25 | 1.17 | 1.76 | 6.2 | -0.04 | -0.16 | 0.08 | -1.03 | 0.39 | 3.55 |
| Draw Down(%) | NA | 1.3 | 1.3 | 1.5 | 7.3 | 7.3 | NA | 8.9 | 0.9 | 1.5 | 2.9 | 5.0 | 3.1 | 4.1 | 0.8 | 1.7 | 1.7 | 1.7 | 3.3 | 2.9 | 2.1 | 1.1 | 3.2 | 8.9 | 4.4 | 4.0 | 3.5 | 0.6 |
| Standard Deviation(%) | NA | 1.9 | 1.8 | 2.2 | 3.0 | 2.9 | NA | 3.3 | 1.8 | 2.3 | 2.7 | 4.7 | 2.4 | 5.5 | 1.8 | 1.2 | 1.8 | 2.8 | 1.4 | 1.7 | 1.6 | 1.5 | 2.3 | 6.3 | 4.9 | 3.6 | 5.1 | 3.8 |
| Treynor Ratio | NA | -0.02 | 0.22 | 0.16 | 0.02 | 0.23 | NA | 0.34 | 0.46 | 0.01 | 0.27 | -0.57 | 0.27 | -1.42 | -0.46 | -2.9 | 0.46 | -1.66 | -3.76 | 0.16 | 0.22 | 1.43 | -0.03 | 0.03 | 0.02 | 0.45 | 0.65 | 0.33 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | NA | 0.01 | 0.01 | 0.0 | 0.02 | -0.02 | 0.01 | 0.03 | 0.02 | -0.01 | 0.02 | 0.04 | -0.01 | 0.01 | 0.01 | 0.04 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.04 |
| Beta | NA | 0.19 | 0.14 | 0.18 | 0.14 | 0.1 | NA | 0.06 | 0.08 | 0.22 | 0.17 | 0.1 | 0.07 | -0.06 | -0.12 | 0.01 | 0.1 | -0.06 | 0.0 | 0.13 | 0.13 | 0.07 | 0.03 | -0.3 | 0.19 | -0.08 | 0.03 | 0.41 |
| RSquared | NA | 0.17 | 0.1 | 0.19 | 0.08 | 0.03 | NA | 0.01 | 0.04 | 0.27 | 0.21 | 0.03 | 0.01 | 0.0 | 0.05 | 0.0 | 0.03 | 0.01 | 0.0 | 0.04 | 0.07 | 0.01 | 0.0 | 0.04 | 0.03 | 0.02 | 0.0 | 0.15 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.9 | 7.4 | 4.4 | 0.8 | 2.3 | 2.8 | 3.0 | 1.7 | 3.4 | 2.4 | 1.5 | 2.6 | 2.7 | 3.8 | 2.6 | 1.9 | 0.3 | 0.4 | 7.1 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -48.5 | 73.3 | 434.1 | -66.4 | -10.3 | -3.4 | 72.8 | -49.9 | 50.4 | 58.9 | -44.7 | -4.1 | -24.0 | 43.4 | 35.6 | 620.0 | -43.2 | -93.9 | 523.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/09/2006
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