COPLX Mutual Fund

COPLX Mutual Fund

NAV$234.80
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Returns Overview

1 Month
-3.49%
3 Months
+2.29%
6 Months
+13.71%
YTD
+7.93%
1 Year
+9.35%
3 Years (annualized)
+17.70%
5 Years (annualized)
+10.00%
10 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would COPLX 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 500 Index(SPX)
This Mutual Fund (YTD)
+7.93%
Peer Avg (YTD)
+10.00%
vs Peers
-2.07%

COPLX Mutual Fund Performance

COPLX performance across multiple time periods: 1-month -3.49%, YTD 7.93%, 1-year 9.35%, 3-year 17.70%, 5-year 10.00%, 10-year 11.83%.

COPLX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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