CPEIX Mutual Fund

CPEIX Mutual Fund

NAV$26.79
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Returns Overview

1 Month
-11.16%
3 Months
+3.98%
6 Months
+12.60%
YTD
+16.69%
1 Year
+23.55%
3 Years (annualized)
+16.61%
5 Years (annualized)
+11.38%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPEIX 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)
+16.69%
Peer Avg (YTD)
+6.23%
vs Peers
+10.46%

CPEIX Mutual Fund Performance

CPEIX performance across multiple time periods: 1-month -11.16%, YTD 16.69%, 1-year 23.55%, 3-year 16.61%, 5-year 11.38%, 10-year 11.99%.

CPEIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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