CIPIX Mutual Fund

CIPIX Mutual Fund

NAV$22.65
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Returns Overview

1 Month
-3.23%
3 Months
+2.63%
6 Months
+16.05%
YTD
+5.51%
1 Year
+5.12%
3 Years (annualized)
+9.48%
5 Years (annualized)
+1.95%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPIX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+5.51%
Peer Avg (YTD)
+6.73%
vs Peers
-1.22%

CIPIX Mutual Fund Performance

CIPIX performance across multiple time periods: 1-month -3.23%, YTD 5.51%, 1-year 5.12%, 3-year 9.48%, 5-year 1.95%, 10-year 11.06%.

CIPIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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