CNPIX Mutual Fund

NAV$80.09

Returns Overview

1 Month
+0.87%
3 Months
+1.71%
6 Months
+9.61%
YTD
+9.60%
1 Year
+2.48%
3 Years (annualized)
+4.31%
5 Years (annualized)
-0.51%
10 Years (annualized)
+15.07%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+3.47%
vs Peers
+6.12%

CNPIX Mutual Fund Performance

CNPIX performance across multiple time periods: 1-month 0.87%, YTD 9.60%, 1-year 2.48%, 3-year 4.31%, 5-year -0.51%, 10-year 15.07%.

CNPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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