CPLSX Mutual Fund

NAV$17.21

Returns Overview

1 Month
+3.12%
3 Months
+3.67%
6 Months
+1.95%
YTD
+2.50%
1 Year
+0.07%
3 Years (annualized)
+6.20%
5 Years (annualized)
+4.14%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPLSX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+3.47%
vs Peers
-0.97%

CPLSX Mutual Fund Performance

CPLSX performance across multiple time periods: 1-month 3.12%, YTD 2.50%, 1-year 0.07%, 3-year 6.20%, 5-year 4.14%, 10-year 7.53%.

CPLSX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.44%, investors should weigh costs against performance when evaluating this mutual fund.

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