CNPFX Mutual Fund

NAV$72.23

Returns Overview

3 Months
+2.45%
6 Months
+2.24%
YTD
+4.23%
1 Year
+13.23%
3 Years (annualized)
+14.87%
5 Years (annualized)
+7.04%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNPFX 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)
+4.23%
Peer Avg (YTD)
+8.97%
vs Peers
-4.74%

CNPFX Mutual Fund Performance

CNPFX performance across multiple time periods: YTD 4.23%, 1-year 13.23%, 3-year 14.87%, 5-year 7.04%, 10-year 13.07%.

CNPFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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