CLPFX Mutual Fund

CLPFX Mutual Fund

NAV$15.48
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Returns Overview

1 Month
-5.34%
3 Months
+1.36%
6 Months
+6.97%
YTD
+8.38%
1 Year
+13.65%
3 Years (annualized)
+12.63%
5 Years (annualized)
+6.88%
10 Years (annualized)
+7.64%

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
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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)
+8.38%
Peer Avg (YTD)
+2.39%
vs Peers
+5.99%

CLPFX Mutual Fund Performance

CLPFX performance across multiple time periods: 1-month -5.34%, YTD 8.38%, 1-year 13.65%, 3-year 12.63%, 5-year 6.88%, 10-year 7.64%.

CLPFX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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