CLPFX Mutual Fund

NAV$15.70

Returns Overview

1 Month
-2.18%
3 Months
+21.39%
6 Months
+14.16%
YTD
+14.49%
1 Year
+21.34%
3 Years (annualized)
+15.29%
5 Years (annualized)
+8.83%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLPFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+14.49%
Peer Avg (YTD)
+3.47%
vs Peers
+11.02%

CLPFX Mutual Fund Performance

CLPFX performance across multiple time periods: 1-month -2.18%, YTD 14.49%, 1-year 21.34%, 3-year 15.29%, 5-year 8.83%, 10-year 8.69%.

CLPFX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

CLPFX performance comparison shows side-by-side returns with another fund. CLPFX alternatives are available in the Mutual Fund Screener.