CLPAX Mutual Fund

CLPAX Mutual Fund

NAV$15.86
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Returns Overview

1 Month
+4.61%
3 Months
-3.12%
6 Months
+14.45%
YTD
+13.25%
1 Year
+19.30%
3 Years (annualized)
+14.49%
5 Years (annualized)
+6.97%
10 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLPAX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.25%
Peer Avg (YTD)
+4.75%
vs Peers
+8.51%

CLPAX Mutual Fund Performance

CLPAX performance across multiple time periods: 1-month 4.61%, YTD 13.25%, 1-year 19.30%, 3-year 14.49%, 5-year 6.97%, 10-year 7.94%.

CLPAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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