CIOVX Mutual Fund

CIOVX Mutual Fund

NAV$20.87
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Returns Overview

1 Month
-3.86%
3 Months
-1.29%
6 Months
+13.45%
YTD
+9.90%
1 Year
+18.66%
3 Years (annualized)
+21.57%
5 Years (annualized)
+12.97%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIOVX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+9.89%
vs Peers
+0.00%

CIOVX Mutual Fund Performance

CIOVX performance across multiple time periods: 1-month -3.86%, YTD 9.90%, 1-year 18.66%, 3-year 21.57%, 5-year 12.97%, 10-year 10.49%.

CIOVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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