CPLIX Mutual Fund

CPLIX Mutual Fund

NAV$17.79
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Returns Overview

1 Month
+4.55%
3 Months
+5.86%
6 Months
+4.00%
YTD
+4.92%
1 Year
+3.93%
3 Years (annualized)
+7.91%
5 Years (annualized)
+5.76%
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
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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)
+4.92%
Peer Avg (YTD)
+2.39%
vs Peers
+2.53%

CPLIX Mutual Fund Performance

CPLIX performance across multiple time periods: 1-month 4.55%, YTD 4.92%, 1-year 3.93%, 3-year 7.91%, 5-year 5.76%, 10-year 7.80%.

CPLIX returns outperform the peer average of 2.39% 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.