CPECX Mutual Fund

CPECX Mutual Fund

NAV$21.20
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Returns Overview

1 Month
-0.19%
3 Months
-11.34%
6 Months
+17.54%
YTD
+13.85%
1 Year
+12.80%
3 Years (annualized)
+16.97%
5 Years (annualized)
+9.49%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPECX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.85%
Peer Avg (YTD)
+8.68%
vs Peers
+5.17%

CPECX Mutual Fund Performance

CPECX performance across multiple time periods: 1-month -0.19%, YTD 13.85%, 1-year 12.80%, 3-year 16.97%, 5-year 9.49%, 10-year 11.09%.

CPECX returns outperform the peer average of 8.68% YTD. With an expense ratio of 2.13%, investors should weigh costs against performance when evaluating this mutual fund.

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