CIPGX Mutual Fund

CIPGX Mutual Fund

NAV$14.45
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Returns Overview

1 Month
-3.04%
3 Months
-1.86%
6 Months
+3.36%
YTD
+3.05%
1 Year
+5.56%
3 Years (annualized)
+12.08%
5 Years (annualized)
+6.55%
10 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPGX 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)
+3.05%
Peer Avg (YTD)
+4.96%
vs Peers
-1.92%

CIPGX Mutual Fund Performance

CIPGX performance across multiple time periods: 1-month -3.04%, YTD 3.05%, 1-year 5.56%, 3-year 12.08%, 5-year 6.55%, 10-year 7.12%.

CIPGX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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