CPCLX Mutual Fund

CPCLX Mutual Fund

NAV$16.44
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Returns Overview

1 Month
-1.51%
3 Months
+4.08%
6 Months
+8.07%
YTD
+2.77%
1 Year
+2.31%
3 Years (annualized)
+8.24%
5 Years (annualized)
+4.75%
10 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPCLX 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)
+2.77%
Peer Avg (YTD)
+5.40%
vs Peers
-2.63%

CPCLX Mutual Fund Performance

CPCLX performance across multiple time periods: 1-month -1.51%, YTD 2.77%, 1-year 2.31%, 3-year 8.24%, 5-year 4.75%, 10-year 6.55%.

CPCLX returns trail the peer average of 5.40% YTD. With an expense ratio of 3.05%, investors should weigh costs against performance when evaluating this mutual fund.

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