CPOAX Mutual Fund

CPOAX Mutual Fund

NAV$46.59
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Returns Overview

1 Month
-9.05%
3 Months
-3.02%
6 Months
-0.19%
YTD
-7.70%
1 Year
-7.04%
3 Years (annualized)
+18.63%
5 Years (annualized)
-4.19%
10 Years (annualized)
+14.89%

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)
-7.70%
Peer Avg (YTD)
+11.56%
vs Peers
-19.25%

CPOAX Mutual Fund Performance

CPOAX performance across multiple time periods: 1-month -9.05%, YTD -7.70%, 1-year -7.04%, 3-year 18.63%, 5-year -4.19%, 10-year 14.89%.

CPOAX returns trail the peer average of 11.56% 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.