CPECX Mutual Fund

CPECX Mutual Fund

NAV$21.43
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Returns Overview

1 Month
-11.25%
3 Months
+3.69%
6 Months
+12.02%
YTD
+15.97%
1 Year
+22.28%
3 Years (annualized)
+15.45%
5 Years (annualized)
+10.28%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPECX 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)
+15.97%
Peer Avg (YTD)
+6.23%
vs Peers
+9.74%

CPECX Mutual Fund Performance

CPECX performance across multiple time periods: 1-month -11.25%, YTD 15.97%, 1-year 22.28%, 3-year 15.45%, 5-year 10.28%, 10-year 10.89%.

CPECX returns outperform the peer average of 6.23% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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