CPCRX Mutual Fund

CPCRX Mutual Fund

NAV$4.80
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Returns Overview

1 Month
+1.39%
3 Months
+1.61%
6 Months
+3.58%
YTD
+4.48%
1 Year
+6.69%
3 Years (annualized)
+7.93%
5 Years (annualized)
+6.09%
10 Years (annualized)
-2.96%

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)
+4.48%
Peer Avg (YTD)
+6.77%
vs Peers
-2.29%

CPCRX Mutual Fund Performance

CPCRX performance across multiple time periods: 1-month 1.39%, YTD 4.48%, 1-year 6.69%, 3-year 7.93%, 5-year 6.09%, 10-year -2.96%.

CPCRX returns trail the peer average of 6.77% 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.