CPUIX vs. ACISX
CPUIX (AAM/Insight Select Income Fund) and ACISX (AB Corporate Income Shares) are both Corporate Bonds funds. Over the past 10 years, CPUIX returned 2.74%/yr vs 2.95%/yr for ACISX. Their correlation of 0.91 suggests significant overlap in exposure. CPUIX charges 0.57%/yr vs 0.00%/yr for ACISX.
Performance
CPUIX vs. ACISX - Performance Comparison
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Returns By Period
In the year-to-date period, CPUIX achieves a 0.54% return, which is significantly lower than ACISX's 0.78% return. Over the past 10 years, CPUIX has underperformed ACISX with an annualized return of 2.74%, while ACISX has yielded a comparatively higher 2.95% annualized return.
CPUIX
- 1D
- 0.11%
- 1M
- 0.94%
- YTD
- 0.54%
- 6M
- 0.54%
- 1Y
- 4.63%
- 3Y*
- 4.94%
- 5Y*
- 0.09%
- 10Y*
- 2.74%
ACISX
- 1D
- 0.10%
- 1M
- 0.94%
- YTD
- 0.78%
- 6M
- 1.01%
- 1Y
- 5.38%
- 3Y*
- 5.82%
- 5Y*
- 0.46%
- 10Y*
- 2.95%
CPUIX vs. ACISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPUIX AAM/Insight Select Income Fund | 0.54% | 6.59% | 2.61% | 8.40% | -16.27% | -0.12% | 10.20% | 14.81% | -3.01% | 6.86% |
ACISX AB Corporate Income Shares | 0.78% | 8.44% | 3.04% | 7.65% | -16.27% | -1.23% | 11.27% | 16.95% | -2.81% | 6.19% |
Correlation
The correlation between CPUIX and ACISX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.91 |
The correlation between CPUIX and ACISX has been stable across timeframes, ranging from 0.88 to 0.93 - a consistent structural relationship.
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Return for Risk
CPUIX vs. ACISX — Risk / Return Rank
CPUIX
ACISX
CPUIX vs. ACISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AAM/Insight Select Income Fund (CPUIX) and AB Corporate Income Shares (ACISX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CPUIX | ACISX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.25 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.79 | -0.24 |
| Martin ratioReturn relative to average drawdown | 4.80 | 5.78 | -0.98 |
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Drawdowns
CPUIX vs. ACISX - Drawdown Comparison
The maximum CPUIX drawdown since its inception was -22.37%, roughly equal to the maximum ACISX drawdown of -22.65%. Use the drawdown chart below to compare losses from any high point for CPUIX and ACISX.
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Drawdown Indicators
| CPUIX | ACISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.37% | -22.65% | +0.28% |
Max Drawdown (1Y)Largest decline over 1 year | -3.22% | -3.26% | +0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -6.03% | -6.56% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -22.37% | -22.65% | +0.28% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -22.65% | +0.28% |
Current DrawdownCurrent decline from peak | -1.68% | -1.01% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -4.45% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 1.01% | +0.03% |
Volatility
CPUIX vs. ACISX - Volatility Comparison
The current volatility for AAM/Insight Select Income Fund (CPUIX) is 1.07%, while AB Corporate Income Shares (ACISX) has a volatility of 1.17%. This indicates that CPUIX experiences smaller price fluctuations and is considered to be less risky than ACISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CPUIX | ACISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 1.17% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 3.09% | 3.17% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.13% | 4.24% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 6.49% | -0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.53% | 6.01% | -0.48% |
CPUIX vs. ACISX - Expense Ratio Comparison
CPUIX has a 0.57% expense ratio, which is higher than ACISX's 0.00% expense ratio.
Dividends
CPUIX vs. ACISX - Dividend Comparison
CPUIX's dividend yield for the trailing twelve months is around 4.79%, less than ACISX's 5.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACISX AB Corporate Income Shares | 5.07% | 5.10% | 4.97% | 3.66% | 3.48% | 3.44% | 5.62% | 4.77% | 3.99% | 3.28% | 3.54% | 3.63% |
CPUIX AAM/Insight Select Income Fund | 4.79% | 3.53% | 3.81% | 3.61% | 3.98% | 3.15% | 3.83% | 3.19% | 3.80% | 3.12% | 3.21% | 3.29% |
Frequently Asked Questions
CPUIX and ACISX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ACISX has higher volatility (1.17%) compared to CPUIX (1.07%). In terms of maximum drawdown, CPUIX dropped -22.37% vs ACISX's -22.65%.
ACISX currently has the higher Sharpe Ratio (1.38 vs 1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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