CINCX Mutual Fund

CINCX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
-2.99%
3 Months
-3.63%
6 Months
-2.48%
YTD
-2.70%
1 Year
-1.55%
3 Years (annualized)
+6.51%
5 Years (annualized)
+0.95%
10 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CINCX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-2.70%
Peer Avg (YTD)
+0.50%
vs Peers
-3.20%

CINCX Mutual Fund Performance

CINCX performance across multiple time periods: 1-month -2.99%, YTD -2.70%, 1-year -1.55%, 3-year 6.51%, 5-year 0.95%, 10-year 3.06%.

CINCX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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