CPXRX Mutual Fund

CPXRX Mutual Fund

NAV$15.68
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Returns Overview

1 Month
-4.23%
3 Months
-6.41%
6 Months
+7.11%
YTD
+8.25%
1 Year
+11.52%
3 Years (annualized)
+13.93%
5 Years (annualized)
+7.88%
10 Years (annualized)
+10.64%

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)
+8.25%
Peer Avg (YTD)
+6.72%
vs Peers
+1.53%

CPXRX Mutual Fund Performance

CPXRX performance across multiple time periods: 1-month -4.23%, YTD 8.25%, 1-year 11.52%, 3-year 13.93%, 5-year 7.88%, 10-year 10.64%.

CPXRX returns outperform the peer average of 6.72% 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.