CPECX Mutual Fund

NAV$21.61

Returns Overview

1 Month
+6.36%
3 Months
+32.57%
6 Months
+30.67%
YTD
+28.41%
1 Year
+39.42%
3 Years (annualized)
+24.73%
5 Years (annualized)
+21.63%
10 Years (annualized)
+18.73%

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
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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+28.41%
Peer Avg (YTD)
+8.97%
vs Peers
+19.44%

CPECX Mutual Fund Performance

CPECX performance across multiple time periods: 1-month 6.36%, YTD 28.41%, 1-year 39.42%, 3-year 24.73%, 5-year 21.63%, 10-year 18.73%.

CPECX returns outperform the peer average of 8.97% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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