CPOAX Mutual Fund

CPOAX Mutual Fund

NAV$45.50
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Returns Overview

1 Month
+8.95%
3 Months
-4.22%
6 Months
+10.77%
YTD
+0.57%
1 Year
-2.96%
3 Years (annualized)
+26.33%
5 Years (annualized)
-2.79%
10 Years (annualized)
+15.83%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+0.57%
Peer Avg (YTD)
+14.35%
vs Peers
-13.78%

CPOAX Mutual Fund Performance

CPOAX performance across multiple time periods: 1-month 8.95%, YTD 0.57%, 1-year -2.96%, 3-year 26.33%, 5-year -2.79%, 10-year 15.83%.

CPOAX returns trail the peer average of 14.35% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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