CNPSX Mutual Fund

NAV$69.03
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.80%
3 Months
+1.48%
6 Months
+9.12%
YTD
+9.11%
1 Year
+1.48%
3 Years (annualized)
+3.28%
5 Years (annualized)
-1.39%
10 Years (annualized)
+6.04%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.11%
Peer Avg (YTD)
+3.47%
vs Peers
+5.63%

CNPSX Mutual Fund Performance

CNPSX performance across multiple time periods: 1-month 0.80%, YTD 9.11%, 1-year 1.48%, 3-year 3.28%, 5-year -1.39%, 10-year 6.04%.

CNPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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