CMPSX Mutual Fund

CMPSX Mutual Fund

NAV$12.12
See how much of CMPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.75%
3 Months
+2.23%
6 Months
+5.02%
YTD
+6.61%
1 Year
+12.52%
3 Years (annualized)
+10.80%
5 Years (annualized)
+5.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMPSX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+5.54%
vs Peers
+1.08%

CMPSX Mutual Fund Performance

CMPSX performance across multiple time periods: 1-month -0.75%, YTD 6.61%, 1-year 12.52%, 3-year 10.80%, 5-year 5.81%.

CMPSX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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