CPTL ETF

CPTL ETF
$49.58
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Returns Overview

1 Month
+2.30%
3 Months
+1.03%
6 Months
+12.41%
YTD
+12.49%
1 Year
+18.48%
3 Years (annualized)
+17.67%
5 Years (annualized)
+9.60%
10 Years (annualized)
+13.65%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CPTL have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Capital Allocation Leaders Index(MSUCALGU)
This ETF (YTD)
+12.49%
Peer Avg (YTD)
+11.21%
vs Peers
+1.28%

CPTL ETF Performance

CPTL performance across multiple time periods: 1-month 2.30%, YTD 12.49%, 1-year 18.48%, 3-year 17.67%, 5-year 9.60%, 10-year 13.65%.

CPTL returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

CPTL vs another fund shows side-by-side returns. CPTL alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.30%N/A
3 Months+1.03%N/A
6 Months+12.41%N/A
1 Year+18.48%N/A
3 Years+17.67%N/A
5 Years+9.60%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized