CPCRX Mutual Fund

NAV$4.78

Returns Overview

1 Month
+0.31%
3 Months
+2.18%
6 Months
+3.30%
YTD
+3.24%
1 Year
+8.14%
3 Years (annualized)
+8.20%
5 Years (annualized)
+5.71%
10 Years (annualized)
-3.84%

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
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)
+3.24%
Peer Avg (YTD)
+12.13%
vs Peers
-8.89%

CPCRX Mutual Fund Performance

CPCRX performance across multiple time periods: 1-month 0.31%, YTD 3.24%, 1-year 8.14%, 3-year 8.20%, 5-year 5.71%, 10-year -3.84%.

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

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