CIOZX Mutual Fund

CIOZX Mutual Fund

NAV$8.52
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Returns Overview

1 Month
-2.67%
3 Months
-2.12%
6 Months
-0.08%
YTD
-0.24%
1 Year
+0.94%
3 Years (annualized)
+7.50%
5 Years (annualized)
+3.52%
10 Years (annualized)
+4.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIOZX 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
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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)
-0.24%
Peer Avg (YTD)
+0.50%
vs Peers
-0.74%

CIOZX Mutual Fund Performance

CIOZX performance across multiple time periods: 1-month -2.67%, YTD -0.24%, 1-year 0.94%, 3-year 7.50%, 5-year 3.52%, 10-year 4.31%.

CIOZX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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