CPEAX Mutual Fund

NAV$26.05

Returns Overview

1 Month
+6.44%
3 Months
+32.86%
6 Months
+31.22%
YTD
+28.92%
1 Year
+40.51%
3 Years (annualized)
+21.84%
5 Years (annualized)
+14.47%
10 Years (annualized)
+13.58%

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
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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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+28.92%
Peer Avg (YTD)
+8.97%
vs Peers
+19.95%

CPEAX Mutual Fund Performance

CPEAX performance across multiple time periods: 1-month 6.44%, YTD 28.92%, 1-year 40.51%, 3-year 21.84%, 5-year 14.47%, 10-year 13.58%.

CPEAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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