CNPSX Mutual Fund

CNPSX Mutual Fund

NAV$77.15
See how much of CNPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+16.01%
3 Months
+6.93%
6 Months
+7.58%
YTD
+19.95%
1 Year
+23.44%
3 Years (annualized)
+11.90%
5 Years (annualized)
-2.31%
10 Years (annualized)
+7.53%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.95%
Peer Avg (YTD)
+5.49%
vs Peers
+14.46%

CNPSX Mutual Fund Performance

CNPSX performance across multiple time periods: 1-month 16.01%, YTD 19.95%, 1-year 23.44%, 3-year 11.90%, 5-year -2.31%, 10-year 7.53%.

CNPSX returns outperform the peer average of 5.49% 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.