CLPCX Mutual Fund

CLPCX Mutual Fund

NAV$13.57
See how much of CLPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.43%
3 Months
+1.08%
6 Months
+6.44%
YTD
+7.76%
1 Year
+12.51%
3 Years (annualized)
+11.51%
5 Years (annualized)
+5.86%
10 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLPCX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+2.39%
vs Peers
+5.37%

CLPCX Mutual Fund Performance

CLPCX performance across multiple time periods: 1-month -5.43%, YTD 7.76%, 1-year 12.51%, 3-year 11.51%, 5-year 5.86%, 10-year 6.62%.

CLPCX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.58%, investors should weigh costs against performance when evaluating this mutual fund.

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