CPLSX Mutual Fund

CPLSX Mutual Fund

NAV$17.47
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Returns Overview

1 Month
-1.42%
3 Months
+4.33%
6 Months
+8.50%
YTD
+3.39%
1 Year
+3.10%
3 Years (annualized)
+9.03%
5 Years (annualized)
+5.53%
10 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPLSX 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)
+3.39%
Peer Avg (YTD)
+5.40%
vs Peers
-2.01%

CPLSX Mutual Fund Performance

CPLSX performance across multiple time periods: 1-month -1.42%, YTD 3.39%, 1-year 3.10%, 3-year 9.03%, 5-year 5.53%, 10-year 7.35%.

CPLSX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

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