CNSAX Mutual Fund

NAV$27.78

Returns Overview

1 Month
-6.46%
3 Months
+1.72%
6 Months
+3.50%
YTD
+9.98%
1 Year
+32.03%
3 Years (annualized)
+17.09%
5 Years (annualized)
+7.39%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNSAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+18.00%
vs Peers
-8.03%

CNSAX Mutual Fund Performance

CNSAX performance across multiple time periods: 1-month -6.46%, YTD 9.98%, 1-year 32.03%, 3-year 17.09%, 5-year 7.39%, 10-year 11.44%.

CNSAX returns trail the peer average of 18.00% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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