CNPCX Mutual Fund

CNPCX Mutual Fund

NAV$67.54
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Returns Overview

1 Month
-2.85%
3 Months
-1.32%
6 Months
+1.04%
YTD
+2.48%
1 Year
+3.40%
3 Years (annualized)
+18.20%
5 Years (annualized)
+5.35%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNPCX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+2.48%
Peer Avg (YTD)
+5.23%
vs Peers
-2.75%

CNPCX Mutual Fund Performance

CNPCX performance across multiple time periods: 1-month -2.85%, YTD 2.48%, 1-year 3.40%, 3-year 18.20%, 5-year 5.35%, 10-year 12.01%.

CNPCX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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