CPEIX Mutual Fund

NAV$25.10

Returns Overview

1 Month
-13.95%
3 Months
+1.29%
6 Months
+4.89%
YTD
+9.23%
1 Year
+40.85%
3 Years (annualized)
+22.12%
5 Years (annualized)
+14.74%
10 Years (annualized)
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPEIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+8.97%
vs Peers
+0.25%

CPEIX Mutual Fund Performance

CPEIX performance across multiple time periods: 1-month -13.95%, YTD 9.23%, 1-year 40.85%, 3-year 22.12%, 5-year 14.74%, 10-year 13.86%.

CPEIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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