CPCEX Mutual Fund

CPCEX Mutual Fund

NAV$23.51
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Returns Overview

1 Month
+3.26%
3 Months
+0.17%
6 Months
+12.55%
YTD
+10.35%
1 Year
+10.26%
3 Years (annualized)
+17.72%
5 Years (annualized)
+19.18%
10 Years (annualized)
+7.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPCEX 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
Bloomberg Barclays 1-3 Month Treasury Bill Index(I00078US)
This Mutual Fund (YTD)
+10.35%
Peer Avg (YTD)
+5.11%
vs Peers
+5.23%

CPCEX Mutual Fund Performance

CPCEX performance across multiple time periods: 1-month 3.26%, YTD 10.35%, 1-year 10.26%, 3-year 17.72%, 5-year 19.18%, 10-year 7.32%.

CPCEX returns outperform the peer average of 5.11% YTD. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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