CPEIX Mutual Fund

CPEIX Mutual Fund

NAV$26.59
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Returns Overview

1 Month
-0.11%
3 Months
-11.12%
6 Months
+18.15%
YTD
+14.75%
1 Year
+13.91%
3 Years (annualized)
+18.13%
5 Years (annualized)
+10.58%
10 Years (annualized)
+12.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPEIX 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)
+14.75%
Peer Avg (YTD)
+8.68%
vs Peers
+6.07%

CPEIX Mutual Fund Performance

CPEIX performance across multiple time periods: 1-month -0.11%, YTD 14.75%, 1-year 13.91%, 3-year 18.13%, 5-year 10.58%, 10-year 12.20%.

CPEIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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