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| Side by side | CPLS |
|---|---|
| Strategy | Bonds & Cash · Core aggregate |
| Expense ratio | 0.30% |
| Cost per year on $10k | $30 |
| Trailing 12-mo yield | 5.21% |
| Income per year on $10k | $521 |
| YTD | −1.8% |
| 1 year | −1.9% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −5.0% |
| Volatility · 1Y | 4.3% |
| Holdings | 804 |
| Assets | $203M |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.