CPZ ETF

CPZ ETF
$12.61
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Returns Overview

1 Month
-2.96%
3 Months
+2.84%
6 Months
+0.67%
YTD
-2.31%
1 Year
-4.47%
3 Years (annualized)
+5.56%
5 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CPZ 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This ETF (YTD)
-2.31%
Peer Avg (YTD)
+5.11%
vs Peers
-7.42%

CPZ ETF Performance

CPZ performance across multiple time periods: 1-month -2.96%, YTD -2.31%, 1-year -4.47%, 3-year 5.56%, 5-year 2.00%.

CPZ returns trail the peer average of 5.11% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal Return
1 Month-2.96%
3 Months+2.84%
6 Months+0.66%
1 Year-4.47%
3 Years+5.56%
5 Years+2.00%

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized. Return figures last updated Nov 8, 2026.