CPEAX Mutual Fund

CPEAX Mutual Fund

NAV$23.16
See how much of CPEAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.89%
3 Months
-6.89%
6 Months
-3.26%
YTD
+6.59%
1 Year
+5.26%
3 Years (annualized)
+19.20%
5 Years (annualized)
+8.24%
10 Years (annualized)
+11.07%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+6.59%
Peer Avg (YTD)
+5.23%
vs Peers
+1.36%

CPEAX Mutual Fund Performance

CPEAX performance across multiple time periods: 1-month -6.89%, YTD 6.59%, 1-year 5.26%, 3-year 19.20%, 5-year 8.24%, 10-year 11.07%.

CPEAX returns outperform the peer average of 5.23% 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.