CIOYX Mutual Fund

CIOYX Mutual Fund

NAV$8.51
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Returns Overview

1 Month
-2.77%
3 Months
-2.21%
6 Months
-0.14%
YTD
-0.28%
1 Year
+1.04%
3 Years (annualized)
+7.66%
5 Years (annualized)
+3.66%
10 Years (annualized)
+4.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIOYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
+0.50%
vs Peers
-0.78%

CIOYX Mutual Fund Performance

CIOYX performance across multiple time periods: 1-month -2.77%, YTD -0.28%, 1-year 1.04%, 3-year 7.66%, 5-year 3.66%, 10-year 4.46%.

CIOYX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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