CMPCX Mutual Fund

CMPCX Mutual Fund

NAV$18.19
See how much of CMPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.38%
3 Months
-7.38%
6 Months
+3.46%
YTD
+0.22%
1 Year
-2.42%
3 Years (annualized)
+3.83%
5 Years (annualized)
+1.50%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMPCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+0.22%
Peer Avg (YTD)
+6.73%
vs Peers
-6.50%

CMPCX Mutual Fund Performance

CMPCX performance across multiple time periods: 1-month -5.38%, YTD 0.22%, 1-year -2.42%, 3-year 3.83%, 5-year 1.50%, 10-year 7.21%.

CMPCX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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