CPAZX Mutual Fund

CPAZX Mutual Fund

NAV$14.42
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Returns Overview

1 Month
-1.29%
3 Months
-0.27%
6 Months
+2.66%
YTD
+8.68%
1 Year
+9.97%
3 Years (annualized)
+19.19%
5 Years (annualized)
+8.24%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPAZX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+6.22%
vs Peers
+2.46%

CPAZX Mutual Fund Performance

CPAZX performance across multiple time periods: 1-month -1.29%, YTD 8.68%, 1-year 9.97%, 3-year 19.19%, 5-year 8.24%, 10-year 10.81%.

CPAZX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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