CIPCX Mutual Fund

CIPCX Mutual Fund

NAV$14.37
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Returns Overview

1 Month
-3.07%
3 Months
-2.01%
6 Months
+2.94%
YTD
+2.38%
1 Year
+4.72%
3 Years (annualized)
+10.79%
5 Years (annualized)
+5.46%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPCX 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 US Index
This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+4.96%
vs Peers
-2.58%

CIPCX Mutual Fund Performance

CIPCX performance across multiple time periods: 1-month -3.07%, YTD 2.38%, 1-year 4.72%, 3-year 10.79%, 5-year 5.46%, 10-year 6.23%.

CIPCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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