CPEAX Mutual Fund

CPEAX Mutual Fund

NAV$25.57
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Returns Overview

1 Month
-11.20%
3 Months
+3.91%
6 Months
+12.47%
YTD
+16.52%
1 Year
+23.21%
3 Years (annualized)
+16.32%
5 Years (annualized)
+11.11%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPEAX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+16.52%
Peer Avg (YTD)
+6.23%
vs Peers
+10.29%

CPEAX Mutual Fund Performance

CPEAX performance across multiple time periods: 1-month -11.20%, YTD 16.52%, 1-year 23.21%, 3-year 16.32%, 5-year 11.11%, 10-year 11.72%.

CPEAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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