CNPIX Mutual Fund

CNPIX Mutual Fund

NAV$78.74
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Returns Overview

1 Month
-7.18%
3 Months
-4.98%
6 Months
-3.35%
YTD
+4.14%
1 Year
+2.55%
3 Years (annualized)
+6.49%
5 Years (annualized)
-1.24%
10 Years (annualized)
+14.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+5.41%
vs Peers
-1.27%

CNPIX Mutual Fund Performance

CNPIX performance across multiple time periods: 1-month -7.18%, YTD 4.14%, 1-year 2.55%, 3-year 6.49%, 5-year -1.24%, 10-year 14.80%.

CNPIX returns trail the peer average of 5.41% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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