CPCRX Mutual Fund

CPCRX Mutual Fund

NAV$4.81
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Returns Overview

1 Month
-0.09%
3 Months
+0.63%
6 Months
+2.89%
YTD
+3.14%
1 Year
+6.76%
3 Years (annualized)
+7.61%
5 Years (annualized)
+5.75%
10 Years (annualized)
-3.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPCRX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.14%
Peer Avg (YTD)
-0.65%
vs Peers
+3.79%

CPCRX Mutual Fund Performance

CPCRX performance across multiple time periods: 1-month -0.09%, YTD 3.14%, 1-year 6.76%, 3-year 7.61%, 5-year 5.75%, 10-year -3.33%.

CPCRX returns outperform the peer average of -0.65% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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