CPCCX Mutual Fund

NAV$4.19

Returns Overview

1 Month
+0.08%
3 Months
+1.89%
6 Months
+2.99%
YTD
+2.99%
1 Year
+6.89%
3 Years (annualized)
+11.26%
5 Years (annualized)
+7.42%
10 Years (annualized)
-3.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPCCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+12.13%
vs Peers
-9.14%

CPCCX Mutual Fund Performance

CPCCX performance across multiple time periods: 1-month 0.08%, YTD 2.99%, 1-year 6.89%, 3-year 11.26%, 5-year 7.42%, 10-year -3.47%.

CPCCX returns trail the peer average of 12.13% YTD. investors should weigh costs against performance when evaluating this mutual fund.

CPCCX performance comparison shows side-by-side returns with another fund. CPCCX alternatives are available in the Mutual Fund Screener.