CNPSX Mutual Fund

CNPSX Mutual Fund

NAV$66.55
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Returns Overview

1 Month
+2.82%
3 Months
+0.61%
6 Months
+1.28%
YTD
+12.18%
1 Year
+7.26%
3 Years (annualized)
+3.33%
5 Years (annualized)
-2.11%
10 Years (annualized)
+5.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNPSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.18%
Peer Avg (YTD)
+2.39%
vs Peers
+9.79%

CNPSX Mutual Fund Performance

CNPSX performance across multiple time periods: 1-month 2.82%, YTD 12.18%, 1-year 7.26%, 3-year 3.33%, 5-year -2.11%, 10-year 5.42%.

CNPSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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