CPHNX Mutual Fund

NAV$12.91

Returns Overview

1 Month
-0.45%
3 Months
+10.15%
6 Months
+8.53%
YTD
+8.09%
1 Year
+18.55%
3 Years (annualized)
+15.30%
5 Years (annualized)
+7.59%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPHNX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+8.09%
Peer Avg (YTD)
+5.87%
vs Peers
+2.22%

CPHNX Mutual Fund Performance

CPHNX performance across multiple time periods: 1-month -0.45%, YTD 8.09%, 1-year 18.55%, 3-year 15.30%, 5-year 7.59%, 10-year 9.80%.

CPHNX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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