CPODX Mutual Fund

NAV$53.82

Returns Overview

1 Month
-6.84%
3 Months
-0.33%
6 Months
-4.66%
YTD
-5.56%
1 Year
+4.63%
3 Years (annualized)
+26.41%
5 Years (annualized)
+2.24%
10 Years (annualized)
+20.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPODX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-5.56%
Peer Avg (YTD)
+16.06%
vs Peers
-21.63%

CPODX Mutual Fund Performance

CPODX performance across multiple time periods: 1-month -6.84%, YTD -5.56%, 1-year 4.63%, 3-year 26.41%, 5-year 2.24%, 10-year 20.74%.

CPODX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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