CPXRX Mutual Fund

CPXRX Mutual Fund

NAV$15.84
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Returns Overview

1 Month
-2.40%
3 Months
+3.60%
6 Months
+9.97%
YTD
+14.42%
1 Year
+20.75%
3 Years (annualized)
+12.76%
5 Years (annualized)
+8.27%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPXRX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+14.42%
Peer Avg (YTD)
+9.54%
vs Peers
+4.88%

CPXRX Mutual Fund Performance

CPXRX performance across multiple time periods: 1-month -2.40%, YTD 14.42%, 1-year 20.75%, 3-year 12.76%, 5-year 8.27%, 10-year 10.69%.

CPXRX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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