CPLIX Mutual Fund

CPLIX Mutual Fund

NAV$17.64
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Returns Overview

1 Month
-1.81%
3 Months
-1.98%
6 Months
+3.77%
YTD
+1.64%
1 Year
+3.84%
3 Years (annualized)
+9.56%
5 Years (annualized)
+4.99%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPLIX 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 Index(SPX)
This Mutual Fund (YTD)
+1.64%
Peer Avg (YTD)
+3.99%
vs Peers
-2.35%

CPLIX Mutual Fund Performance

CPLIX performance across multiple time periods: 1-month -1.81%, YTD 1.64%, 1-year 3.84%, 3-year 9.56%, 5-year 4.99%, 10-year 7.00%.

CPLIX returns trail the peer average of 3.99% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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