CPARX Mutual Fund

CPARX Mutual Fund

NAV$14.32
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Returns Overview

1 Month
-1.31%
3 Months
-0.35%
6 Months
+2.43%
YTD
+8.26%
1 Year
+9.47%
3 Years (annualized)
+18.62%
5 Years (annualized)
+7.72%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPARX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.26%
Peer Avg (YTD)
+6.22%
vs Peers
+2.04%

CPARX Mutual Fund Performance

CPARX performance across multiple time periods: 1-month -1.31%, YTD 8.26%, 1-year 9.47%, 3-year 18.62%, 5-year 7.72%, 10-year 10.26%.

CPARX returns outperform the peer average of 6.22% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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