CNPCX Mutual Fund

CNPCX Mutual Fund

NAV$69.21
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Returns Overview

1 Month
-0.80%
3 Months
-0.43%
6 Months
+12.24%
YTD
+5.49%
1 Year
+8.44%
3 Years (annualized)
+16.37%
5 Years (annualized)
+6.61%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNPCX 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
MSCI All Country World Index
This Mutual Fund (YTD)
+5.49%
Peer Avg (YTD)
+8.68%
vs Peers
-3.19%

CNPCX Mutual Fund Performance

CNPCX performance across multiple time periods: 1-month -0.80%, YTD 5.49%, 1-year 8.44%, 3-year 16.37%, 5-year 6.61%, 10-year 12.27%.

CNPCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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