CNPAX Mutual Fund

NAV$72.06

Returns Overview

1 Month
-2.79%
3 Months
+1.66%
6 Months
+1.42%
YTD
+3.37%
1 Year
+15.42%
3 Years (annualized)
+15.48%
5 Years (annualized)
+7.30%
10 Years (annualized)
+13.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNPAX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Index
This Mutual Fund (YTD)
+3.37%
Peer Avg (YTD)
+8.97%
vs Peers
-5.60%

CNPAX Mutual Fund Performance

CNPAX performance across multiple time periods: 1-month -2.79%, YTD 3.37%, 1-year 15.42%, 3-year 15.48%, 5-year 7.30%, 10-year 13.09%.

CNPAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

CNPAX performance comparison shows side-by-side returns with another fund. CNPAX alternatives are available in the Mutual Fund Screener.