CNPSX Mutual Fund

CNPSX Mutual Fund

NAV$63.29
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Returns Overview

1 Month
-0.61%
3 Months
+3.00%
6 Months
-9.62%
YTD
+11.50%
1 Year
+5.22%
3 Years (annualized)
+5.43%
5 Years (annualized)
-1.30%
10 Years (annualized)
+6.15%

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)
+11.50%
Peer Avg (YTD)
+4.75%
vs Peers
+6.75%

CNPSX Mutual Fund Performance

CNPSX performance across multiple time periods: 1-month -0.61%, YTD 11.50%, 1-year 5.22%, 3-year 5.43%, 5-year -1.30%, 10-year 6.15%.

CNPSX returns outperform the peer average of 4.75% 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.