CPOCX Mutual Fund

CPOCX Mutual Fund

NAV$18.96
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Returns Overview

1 Month
-9.07%
3 Months
-3.11%
6 Months
-0.41%
YTD
-7.95%
1 Year
-7.50%
3 Years (annualized)
+18.03%
5 Years (annualized)
-4.65%
10 Years (annualized)
+14.34%

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)
-7.95%
Peer Avg (YTD)
+11.56%
vs Peers
-19.50%

CPOCX Mutual Fund Performance

CPOCX performance across multiple time periods: 1-month -9.07%, YTD -7.95%, 1-year -7.50%, 3-year 18.03%, 5-year -4.65%, 10-year 14.34%.

CPOCX returns trail the peer average of 11.56% 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.