CPARX Mutual Fund

NAV$14.73

Returns Overview

1 Month
-0.76%
3 Months
+11.98%
6 Months
+9.87%
YTD
+9.40%
1 Year
+21.23%
3 Years (annualized)
+16.72%
5 Years (annualized)
+8.38%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPARX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+6.73%
vs Peers
+2.67%

CPARX Mutual Fund Performance

CPARX performance across multiple time periods: 1-month -0.76%, YTD 9.40%, 1-year 21.23%, 3-year 16.72%, 5-year 8.38%, 10-year 10.78%.

CPARX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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