CNROX Mutual Fund

NAV$4.38

Returns Overview

1 Month
-1.04%
3 Months
+4.78%
6 Months
-7.08%
YTD
-7.26%
1 Year
-11.69%
3 Years (annualized)
+6.91%
5 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNROX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Inverse(^SP500INV:SP)
This Mutual Fund (YTD)
-7.26%
Peer Avg (YTD)
+3.23%
vs Peers
-10.48%

CNROX Mutual Fund Performance

CNROX performance across multiple time periods: 1-month -1.04%, YTD -7.26%, 1-year -11.69%, 3-year 6.91%, 5-year 4.39%.

CNROX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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