CMPSX Mutual Fund

CMPSX Mutual Fund

NAV$11.99
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Returns Overview

1 Month
-1.82%
3 Months
-1.33%
6 Months
+8.21%
YTD
+5.99%
1 Year
+7.79%
3 Years (annualized)
+12.74%
5 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMPSX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+4.97%
vs Peers
+1.02%

CMPSX Mutual Fund Performance

CMPSX performance across multiple time periods: 1-month -1.82%, YTD 5.99%, 1-year 7.79%, 3-year 12.74%, 5-year 6.03%.

CMPSX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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