CPAEX Mutual Fund

CPAEX Mutual Fund

NAV$23.11
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Returns Overview

1 Month
-3.35%
3 Months
-0.16%
6 Months
+2.24%
YTD
+7.21%
1 Year
+5.96%
3 Years (annualized)
+19.08%
5 Years (annualized)
+18.86%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPAEX 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
Bloomberg Barclays 1-3 Month Treasury Bill Index(I00078US)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+6.11%
vs Peers
+1.11%

CPAEX Mutual Fund Performance

CPAEX performance across multiple time periods: 1-month -3.35%, YTD 7.21%, 1-year 5.96%, 3-year 19.08%, 5-year 18.86%, 10-year 8.33%.

CPAEX returns outperform the peer average of 6.11% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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