CPVCX Mutual Fund

CPVCX Mutual Fund

NAV$30.10
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Returns Overview

3 Months
-1.18%
6 Months
+16.53%
YTD
+16.40%
1 Year
+8.49%
3 Years (annualized)
+15.30%
5 Years (annualized)
+7.26%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPVCX 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
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📉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
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+16.40%
Peer Avg (YTD)
+5.56%
vs Peers
+10.83%

CPVCX Mutual Fund Performance

CPVCX performance across multiple time periods: YTD 16.40%, 1-year 8.49%, 3-year 15.30%, 5-year 7.26%, 10-year 9.02%.

CPVCX returns outperform the peer average of 5.56% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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