CLPCX Mutual Fund

CLPCX Mutual Fund

NAV$13.22
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Returns Overview

1 Month
-4.01%
3 Months
+2.60%
6 Months
+3.72%
YTD
+10.56%
1 Year
+4.47%
3 Years (annualized)
+15.01%
5 Years (annualized)
+5.77%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLPCX 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)
+10.56%
Peer Avg (YTD)
+5.49%
vs Peers
+5.07%

CLPCX Mutual Fund Performance

CLPCX performance across multiple time periods: 1-month -4.01%, YTD 10.56%, 1-year 4.47%, 3-year 15.01%, 5-year 5.77%, 10-year 7.28%.

CLPCX returns outperform the peer average of 5.49% YTD. With an expense ratio of 2.58%, investors should weigh costs against performance when evaluating this mutual fund.

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