CPCLX Mutual Fund

NAV$17.00

Returns Overview

1 Month
+0.51%
3 Months
+3.84%
6 Months
-0.06%
YTD
-1.26%
1 Year
-0.63%
3 Years (annualized)
+5.41%
5 Years (annualized)
+3.38%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPCLX 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)
-1.26%
Peer Avg (YTD)
+3.47%
vs Peers
-4.73%

CPCLX Mutual Fund Performance

CPCLX performance across multiple time periods: 1-month 0.51%, YTD -1.26%, 1-year -0.63%, 3-year 5.41%, 5-year 3.38%, 10-year 6.72%.

CPCLX returns trail the peer average of 3.47% YTD. With an expense ratio of 3.19%, investors should weigh costs against performance when evaluating this mutual fund.

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