COPLX Mutual Fund

NAV$235.27

Returns Overview

1 Month
-0.81%
3 Months
+11.17%
6 Months
+6.08%
YTD
+5.52%
1 Year
+14.32%
3 Years (annualized)
+15.96%
5 Years (annualized)
+9.39%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COPLX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+9.49%
vs Peers
-3.97%

COPLX Mutual Fund Performance

COPLX performance across multiple time periods: 1-month -0.81%, YTD 5.52%, 1-year 14.32%, 3-year 15.96%, 5-year 9.39%, 10-year 10.57%.

COPLX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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