CPOCX Mutual Fund

NAV$18.34

Returns Overview

1 Month
-3.38%
3 Months
+17.37%
6 Months
+1.13%
YTD
+1.24%
1 Year
+3.80%
3 Years (annualized)
+25.45%
5 Years (annualized)
+5.24%
10 Years (annualized)
+22.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPOCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+16.06%
vs Peers
-14.83%

CPOCX Mutual Fund Performance

CPOCX performance across multiple time periods: 1-month -3.38%, YTD 1.24%, 1-year 3.80%, 3-year 25.45%, 5-year 5.24%, 10-year 22.55%.

CPOCX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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