CPSHX Mutual Fund

NAV$14.02

Returns Overview

1 Month
-1.24%
3 Months
+8.78%
6 Months
+12.53%
YTD
+10.79%
1 Year
+26.97%
3 Years (annualized)
+13.39%
5 Years (annualized)
+6.11%
10 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPSHX 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 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+5.87%
vs Peers
+4.93%

CPSHX Mutual Fund Performance

CPSHX performance across multiple time periods: 1-month -1.24%, YTD 10.79%, 1-year 26.97%, 3-year 13.39%, 5-year 6.11%, 10-year 7.93%.

CPSHX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.55%, investors should weigh costs against performance when evaluating this mutual fund.

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