CPCEX Mutual Fund

NAV$22.47

Returns Overview

1 Month
-0.13%
3 Months
+12.35%
6 Months
+10.47%
YTD
+10.16%
1 Year
+15.28%
3 Years (annualized)
+19.27%
5 Years (annualized)
+23.14%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPCEX 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
Bloomberg Barclays 1-3 Month Treasury Bill Index(I00078US)
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+3.78%
vs Peers
+6.38%

CPCEX Mutual Fund Performance

CPCEX performance across multiple time periods: 1-month -0.13%, YTD 10.16%, 1-year 15.28%, 3-year 19.27%, 5-year 23.14%, 10-year 8.27%.

CPCEX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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