CPARX Mutual Fund

CPARX Mutual Fund

NAV$14.63
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Returns Overview

1 Month
-1.56%
3 Months
+0.28%
6 Months
+7.23%
YTD
+4.76%
1 Year
+2.18%
3 Years (annualized)
+9.18%
5 Years (annualized)
+0.26%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPARX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.76%
Peer Avg (YTD)
+6.10%
vs Peers
-1.34%

CPARX Mutual Fund Performance

CPARX performance across multiple time periods: 1-month -1.56%, YTD 4.76%, 1-year 2.18%, 3-year 9.18%, 5-year 0.26%, 10-year 2.24%.

CPARX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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