CPOAX Mutual Fund

NAV$43.43

Returns Overview

1 Month
-3.34%
3 Months
+17.52%
6 Months
+1.38%
YTD
+1.49%
1 Year
+4.35%
3 Years (annualized)
+26.08%
5 Years (annualized)
+2.68%
10 Years (annualized)
+20.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPOAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+16.06%
vs Peers
-14.57%

CPOAX Mutual Fund Performance

CPOAX performance across multiple time periods: 1-month -3.34%, YTD 1.49%, 1-year 4.35%, 3-year 26.08%, 5-year 2.68%, 10-year 20.94%.

CPOAX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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