CPCRX Mutual Fund

CPCRX Mutual Fund

NAV$4.80
See how much of CPCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.17%
3 Months
+1.01%
6 Months
+3.18%
YTD
+4.30%
1 Year
+5.81%
3 Years (annualized)
+7.93%
5 Years (annualized)
+6.09%
10 Years (annualized)
-2.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPCRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.30%
Peer Avg (YTD)
+7.57%
vs Peers
-3.27%

CPCRX Mutual Fund Performance

CPCRX performance across multiple time periods: 1-month -0.17%, YTD 4.30%, 1-year 5.81%, 3-year 7.93%, 5-year 6.09%, 10-year -2.96%.

CPCRX returns trail the peer average of 7.57% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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