CPEFX Mutual Fund

CPEFX Mutual Fund

NAV$22.39
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Returns Overview

1 Month
-0.40%
3 Months
+0.81%
6 Months
+9.30%
YTD
+10.71%
1 Year
+15.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPEFX 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

This Mutual Fund (YTD)
+10.71%
Peer Avg (YTD)
+4.96%
vs Peers
+5.74%

CPEFX Mutual Fund Performance

CPEFX performance across multiple time periods: 1-month -0.40%, YTD 10.71%, 1-year 15.11%.

CPEFX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this mutual fund.

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