CPLSX Mutual Fund

CPLSX Mutual Fund

NAV$17.32
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Returns Overview

1 Month
-1.84%
3 Months
-2.01%
6 Months
+3.65%
YTD
+1.49%
1 Year
+3.60%
3 Years (annualized)
+9.29%
5 Years (annualized)
+4.74%
10 Years (annualized)
+6.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPLSX 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)
+1.49%
Peer Avg (YTD)
+3.99%
vs Peers
-2.50%

CPLSX Mutual Fund Performance

CPLSX performance across multiple time periods: 1-month -1.84%, YTD 1.49%, 1-year 3.60%, 3-year 9.29%, 5-year 4.74%, 10-year 6.74%.

CPLSX returns trail the peer average of 3.99% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

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