CPOCX Mutual Fund

CPOCX Mutual Fund

NAV$18.53
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Returns Overview

1 Month
-0.80%
3 Months
-1.80%
6 Months
+15.26%
YTD
-0.59%
1 Year
-10.67%
3 Years (annualized)
+25.71%
5 Years (annualized)
-3.26%
10 Years (annualized)
+15.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPOCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
+16.41%
vs Peers
-17.00%

CPOCX Mutual Fund Performance

CPOCX performance across multiple time periods: 1-month -0.80%, YTD -0.59%, 1-year -10.67%, 3-year 25.71%, 5-year -3.26%, 10-year 15.27%.

CPOCX returns trail the peer average of 16.41% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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