CNSAX Mutual Fund

CNSAX Mutual Fund

NAV$28.83
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Returns Overview

1 Month
-5.99%
3 Months
+0.71%
6 Months
+8.56%
YTD
+14.43%
1 Year
+20.81%
3 Years (annualized)
+14.17%
5 Years (annualized)
+6.11%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNSAX 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
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
+14.43%
Peer Avg (YTD)
+13.29%
vs Peers
+1.14%

CNSAX Mutual Fund Performance

CNSAX performance across multiple time periods: 1-month -5.99%, YTD 14.43%, 1-year 20.81%, 3-year 14.17%, 5-year 6.11%, 10-year 10.32%.

CNSAX returns outperform the peer average of 13.29% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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