CPIEX Mutual Fund

CPIEX Mutual Fund

NAV$24.99
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.04%
3 Months
+12.63%
6 Months
+11.02%
YTD
+10.68%
1 Year
+16.41%
3 Years (annualized)
+20.46%
5 Years (annualized)
+24.32%
10 Years (annualized)
+10.27%

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
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
Bloomberg Barclays 1-3 Month Treasury Bill Index(I00078US)
This Mutual Fund (YTD)
+10.68%
Peer Avg (YTD)
+3.78%
vs Peers
+6.91%

CPIEX Mutual Fund Performance

CPIEX performance across multiple time periods: 1-month -0.04%, YTD 10.68%, 1-year 16.41%, 3-year 20.46%, 5-year 24.32%, 10-year 10.27%.

CPIEX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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