CPEIX Mutual Fund

CPEIX Mutual Fund

NAV$24.22
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Returns Overview

1 Month
-6.90%
3 Months
-6.87%
6 Months
-3.16%
YTD
+6.83%
1 Year
+5.53%
3 Years (annualized)
+19.47%
5 Years (annualized)
+8.50%
10 Years (annualized)
+11.34%

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)
+6.83%
Peer Avg (YTD)
+5.23%
vs Peers
+1.60%

CPEIX Mutual Fund Performance

CPEIX performance across multiple time periods: 1-month -6.90%, YTD 6.83%, 1-year 5.53%, 3-year 19.47%, 5-year 8.50%, 10-year 11.34%.

CPEIX returns outperform the peer average of 5.23% 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.