CPIEX Mutual Fund

CPIEX Mutual Fund

NAV$24.78
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Returns Overview

1 Month
-2.85%
3 Months
+2.43%
6 Months
+4.98%
YTD
+7.53%
1 Year
+14.18%
3 Years (annualized)
+19.74%
5 Years (annualized)
+20.13%
10 Years (annualized)
+8.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPIEX 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
Bloomberg Barclays 1-3 Month Treasury Bill Index(I00078US)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+4.85%
vs Peers
+2.68%

CPIEX Mutual Fund Performance

CPIEX performance across multiple time periods: 1-month -2.85%, YTD 7.53%, 1-year 14.18%, 3-year 19.74%, 5-year 20.13%, 10-year 8.18%.

CPIEX returns outperform the peer average of 4.85% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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