CIPAX Mutual Fund

CIPAX Mutual Fund

NAV$14.43
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Returns Overview

1 Month
-3.00%
3 Months
-1.81%
6 Months
+3.41%
YTD
+3.02%
1 Year
+5.51%
3 Years (annualized)
+11.64%
5 Years (annualized)
+6.25%
10 Years (annualized)
+7.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPAX 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
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📉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 US Index
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+4.96%
vs Peers
-1.95%

CIPAX Mutual Fund Performance

CIPAX performance across multiple time periods: 1-month -3.00%, YTD 3.02%, 1-year 5.51%, 3-year 11.64%, 5-year 6.25%, 10-year 7.03%.

CIPAX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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