CICAX Mutual Fund

CICAX Mutual Fund

NAV$68.83
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Returns Overview

1 Month
-1.05%
3 Months
+0.12%
6 Months
+15.17%
YTD
+8.98%
1 Year
+12.02%
3 Years (annualized)
+22.04%
5 Years (annualized)
+13.71%
10 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CICAX 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)
+8.98%
Peer Avg (YTD)
+9.98%
vs Peers
-1.01%

CICAX Mutual Fund Performance

CICAX performance across multiple time periods: 1-month -1.05%, YTD 8.98%, 1-year 12.02%, 3-year 22.04%, 5-year 13.71%, 10-year 14.04%.

CICAX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

CICAX vs another fund shows side-by-side returns. CICAX alternatives are available in the Mutual Fund Screener.