CLPCX Mutual Fund

CLPCX Mutual Fund

NAV$14.23
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Returns Overview

1 Month
+4.52%
3 Months
-3.33%
6 Months
+14.04%
YTD
+12.62%
1 Year
+18.43%
3 Years (annualized)
+13.61%
5 Years (annualized)
+6.21%
10 Years (annualized)
+7.12%

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
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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)
+12.62%
Peer Avg (YTD)
+4.75%
vs Peers
+7.88%

CLPCX Mutual Fund Performance

CLPCX performance across multiple time periods: 1-month 4.52%, YTD 12.62%, 1-year 18.43%, 3-year 13.61%, 5-year 6.21%, 10-year 7.12%.

CLPCX returns outperform the peer average of 4.75% 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.