CPSHX Mutual Fund

CPSHX Mutual Fund

NAV$14.61
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Returns Overview

1 Month
+2.34%
3 Months
+0.49%
6 Months
+9.31%
YTD
+11.33%
1 Year
+15.24%
3 Years (annualized)
+12.12%
5 Years (annualized)
+2.15%
10 Years (annualized)
+4.80%

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
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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 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+4.97%
vs Peers
+6.37%

CPSHX Mutual Fund Performance

CPSHX performance across multiple time periods: 1-month 2.34%, YTD 11.33%, 1-year 15.24%, 3-year 12.12%, 5-year 2.15%, 10-year 4.80%.

CPSHX returns outperform the peer average of 4.97% 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.