CPSHX Mutual Fund

CPSHX Mutual Fund

NAV$14.12
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Returns Overview

1 Month
-5.08%
3 Months
-1.73%
6 Months
+0.66%
YTD
+6.81%
1 Year
+17.20%
3 Years (annualized)
+10.27%
5 Years (annualized)
+5.40%
10 Years (annualized)
+7.05%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+6.81%
Peer Avg (YTD)
+5.54%
vs Peers
+1.27%

CPSHX Mutual Fund Performance

CPSHX performance across multiple time periods: 1-month -5.08%, YTD 6.81%, 1-year 17.20%, 3-year 10.27%, 5-year 5.40%, 10-year 7.05%.

CPSHX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.55%, investors should weigh costs against performance when evaluating this mutual fund.

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