CPOCX Mutual Fund

CPOCX Mutual Fund

NAV$18.23
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Returns Overview

1 Month
-5.83%
3 Months
+1.69%
6 Months
-1.47%
YTD
-6.39%
1 Year
-16.40%
3 Years (annualized)
+28.68%
5 Years (annualized)
-4.47%
10 Years (annualized)
+14.57%

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
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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)
-6.39%
Peer Avg (YTD)
+11.26%
vs Peers
-17.65%

CPOCX Mutual Fund Performance

CPOCX performance across multiple time periods: 1-month -5.83%, YTD -6.39%, 1-year -16.40%, 3-year 28.68%, 5-year -4.47%, 10-year 14.57%.

CPOCX returns trail the peer average of 11.26% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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