CNPSX Mutual Fund

CNPSX Mutual Fund

NAV$67.74
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Returns Overview

1 Month
-7.26%
3 Months
-5.23%
6 Months
-3.83%
YTD
+3.40%
1 Year
+1.57%
3 Years (annualized)
+5.43%
5 Years (annualized)
-1.30%
10 Years (annualized)
+6.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNPSX 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)
+3.40%
Peer Avg (YTD)
+5.40%
vs Peers
-2.00%

CNPSX Mutual Fund Performance

CNPSX performance across multiple time periods: 1-month -7.26%, YTD 3.40%, 1-year 1.57%, 3-year 5.43%, 5-year -1.30%, 10-year 6.15%.

CNPSX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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