CIESX Mutual Fund

CIESX Mutual Fund

NAV$28.96
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Returns Overview

1 Month
-3.78%
3 Months
-2.36%
6 Months
+14.22%
YTD
+6.66%
1 Year
+13.31%
3 Years (annualized)
+13.01%
5 Years (annualized)
+5.00%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIESX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.66%
Peer Avg (YTD)
+8.68%
vs Peers
-2.02%

CIESX Mutual Fund Performance

CIESX performance across multiple time periods: 1-month -3.78%, YTD 6.66%, 1-year 13.31%, 3-year 13.01%, 5-year 5.00%, 10-year 8.82%.

CIESX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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