COPLX Mutual Fund

COPLX Mutual Fund

NAV$234.00
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Returns Overview

1 Month
+4.22%
3 Months
+9.32%
6 Months
+10.68%
YTD
+9.97%
1 Year
+17.29%
3 Years (annualized)
+16.12%
5 Years (annualized)
+10.27%
10 Years (annualized)
+11.11%

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
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📉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 Index(SPX)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+11.41%
vs Peers
-1.44%

COPLX Mutual Fund Performance

COPLX performance across multiple time periods: 1-month 4.22%, YTD 9.97%, 1-year 17.29%, 3-year 16.12%, 5-year 10.27%, 10-year 11.11%.

COPLX returns trail the peer average of 11.41% 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.