CPLIX Mutual Fund

NAV$18.23

Returns Overview

1 Month
+0.59%
3 Months
+4.06%
6 Months
+0.36%
YTD
-0.82%
1 Year
+0.31%
3 Years (annualized)
+6.45%
5 Years (annualized)
+4.41%
10 Years (annualized)
+7.80%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-0.82%
Peer Avg (YTD)
+3.47%
vs Peers
-4.29%

CPLIX Mutual Fund Performance

CPLIX performance across multiple time periods: 1-month 0.59%, YTD -0.82%, 1-year 0.31%, 3-year 6.45%, 5-year 4.41%, 10-year 7.80%.

CPLIX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.19%, investors should weigh costs against performance when evaluating this mutual fund.

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