CERPX Mutual Fund

CERPX Mutual Fund

NAV$21.47
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Returns Overview

1 Month
-6.10%
3 Months
-3.43%
6 Months
+2.13%
YTD
-3.43%
1 Year
+5.63%
3 Years (annualized)
+2.77%
5 Years (annualized)
+14.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CERPX 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
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🏦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

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.43%
Peer Avg (YTD)
-2.60%
vs Peers
-0.83%

CERPX Mutual Fund Performance

CERPX performance across multiple time periods: 1-month -6.10%, YTD -3.43%, 1-year 5.63%, 3-year 2.77%, 5-year 14.28%.

CERPX returns trail the peer average of -2.60% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

CERPX vs another fund shows side-by-side returns. CERPX alternatives are available in the Mutual Fund Screener.