CPLIX Mutual Fund

CPLIX Mutual Fund

NAV$17.79
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Returns Overview

1 Month
-1.45%
3 Months
+4.37%
6 Months
+8.60%
YTD
+3.51%
1 Year
+3.36%
3 Years (annualized)
+9.32%
5 Years (annualized)
+5.80%
10 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPLIX 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 Index(SPX)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+5.40%
vs Peers
-1.89%

CPLIX Mutual Fund Performance

CPLIX performance across multiple time periods: 1-month -1.45%, YTD 3.51%, 1-year 3.36%, 3-year 9.32%, 5-year 5.80%, 10-year 7.61%.

CPLIX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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