CPEAX Mutual Fund

CPEAX Mutual Fund

NAV$25.74
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Returns Overview

1 Month
-0.16%
3 Months
-11.20%
6 Months
+17.98%
YTD
+14.48%
1 Year
+13.58%
3 Years (annualized)
+17.84%
5 Years (annualized)
+10.32%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPEAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+14.48%
Peer Avg (YTD)
+8.68%
vs Peers
+5.80%

CPEAX Mutual Fund Performance

CPEAX performance across multiple time periods: 1-month -0.16%, YTD 14.48%, 1-year 13.58%, 3-year 17.84%, 5-year 10.32%, 10-year 11.93%.

CPEAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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