CPECX Mutual Fund

CPECX Mutual Fund

NAV$18.36
See how much of CPECX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.99%
3 Months
-7.08%
6 Months
-3.64%
YTD
+5.90%
1 Year
+4.49%
3 Years (annualized)
+18.31%
5 Years (annualized)
+7.43%
10 Years (annualized)
+10.24%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+5.23%
vs Peers
+0.67%

CPECX Mutual Fund Performance

CPECX performance across multiple time periods: 1-month -6.99%, YTD 5.90%, 1-year 4.49%, 3-year 18.31%, 5-year 7.43%, 10-year 10.24%.

CPECX returns outperform the peer average of 5.23% 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.