CPAZX Mutual Fund

CPAZX Mutual Fund

NAV$14.80
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Returns Overview

1 Month
-1.47%
3 Months
+0.41%
6 Months
+12.60%
YTD
+10.10%
1 Year
+13.74%
3 Years (annualized)
+17.62%
5 Years (annualized)
+8.72%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPAZX 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
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📉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)
+10.10%
Peer Avg (YTD)
+6.10%
vs Peers
+4.00%

CPAZX Mutual Fund Performance

CPAZX performance across multiple time periods: 1-month -1.47%, YTD 10.10%, 1-year 13.74%, 3-year 17.62%, 5-year 8.72%, 10-year 10.57%.

CPAZX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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