CMPCX Mutual Fund

CMPCX Mutual Fund

NAV$18.40
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Returns Overview

1 Month
-1.91%
3 Months
+4.29%
6 Months
+1.82%
YTD
+5.92%
1 Year
-0.27%
3 Years (annualized)
+3.83%
5 Years (annualized)
+1.50%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMPCX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+5.92%
Peer Avg (YTD)
+9.89%
vs Peers
-3.97%

CMPCX Mutual Fund Performance

CMPCX performance across multiple time periods: 1-month -1.91%, YTD 5.92%, 1-year -0.27%, 3-year 3.83%, 5-year 1.50%, 10-year 7.21%.

CMPCX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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