COPLX Mutual Fund

COPLX Mutual Fund

NAV$230.55
See how much of COPLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.70%
3 Months
+5.13%
6 Months
+14.51%
YTD
+11.84%
1 Year
+16.52%
3 Years (annualized)
+17.70%
5 Years (annualized)
+10.00%
10 Years (annualized)
+11.83%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.84%
Peer Avg (YTD)
+12.44%
vs Peers
-0.60%

COPLX Mutual Fund Performance

COPLX performance across multiple time periods: 1-month 1.70%, YTD 11.84%, 1-year 16.52%, 3-year 17.70%, 5-year 10.00%, 10-year 11.83%.

COPLX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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