CNPIX Mutual Fund

CNPIX Mutual Fund

NAV$89.77
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Returns Overview

1 Month
+16.10%
3 Months
+7.20%
6 Months
+8.13%
YTD
+20.91%
1 Year
+24.64%
3 Years (annualized)
+13.02%
5 Years (annualized)
-2.26%
10 Years (annualized)
+7.87%

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)
+20.91%
Peer Avg (YTD)
+3.05%
vs Peers
+17.87%

CNPIX Mutual Fund Performance

CNPIX performance across multiple time periods: 1-month 16.10%, YTD 20.91%, 1-year 24.64%, 3-year 13.02%, 5-year -2.26%, 10-year 7.87%.

CNPIX returns outperform the peer average of 3.05% 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.