CPAZX Mutual Fund

CPAZX Mutual Fund

NAV$14.97
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Returns Overview

1 Month
-0.61%
3 Months
+2.94%
6 Months
+7.06%
YTD
+8.98%
1 Year
+18.95%
3 Years (annualized)
+15.96%
5 Years (annualized)
+8.67%
10 Years (annualized)
+10.31%

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)
+8.98%
Peer Avg (YTD)
+6.57%
vs Peers
+2.41%

CPAZX Mutual Fund Performance

CPAZX performance across multiple time periods: 1-month -0.61%, YTD 8.98%, 1-year 18.95%, 3-year 15.96%, 5-year 8.67%, 10-year 10.31%.

CPAZX returns outperform the peer average of 6.57% 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.