CLPAX Mutual Fund

NAV$15.14

Returns Overview

1 Month
-2.17%
3 Months
+21.33%
6 Months
+14.03%
YTD
+14.37%
1 Year
+21.00%
3 Years (annualized)
+14.99%
5 Years (annualized)
+8.55%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLPAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+14.37%
Peer Avg (YTD)
+3.47%
vs Peers
+10.90%

CLPAX Mutual Fund Performance

CLPAX performance across multiple time periods: 1-month -2.17%, YTD 14.37%, 1-year 21.00%, 3-year 14.99%, 5-year 8.55%, 10-year 8.47%.

CLPAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

CLPAX performance comparison shows side-by-side returns with another fund. CLPAX alternatives are available in the Mutual Fund Screener.