CLPAX Mutual Fund

CLPAX Mutual Fund

NAV$15.20
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Returns Overview

1 Month
-5.34%
3 Months
+1.32%
6 Months
+6.83%
YTD
+8.27%
1 Year
+13.32%
3 Years (annualized)
+12.35%
5 Years (annualized)
+6.03%
10 Years (annualized)
+7.08%

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)
+8.27%
Peer Avg (YTD)
+2.39%
vs Peers
+5.88%

CLPAX Mutual Fund Performance

CLPAX performance across multiple time periods: 1-month -5.34%, YTD 8.27%, 1-year 13.32%, 3-year 12.35%, 5-year 6.03%, 10-year 7.08%.

CLPAX returns outperform the peer average of 2.39% 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.