CIPNX Mutual Fund

CIPNX Mutual Fund

NAV$19.28
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Returns Overview

1 Month
-3.43%
3 Months
-1.05%
6 Months
+17.07%
YTD
+7.71%
1 Year
+5.80%
3 Years (annualized)
+8.15%
5 Years (annualized)
+1.99%
10 Years (annualized)
+6.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPNX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+10.34%
vs Peers
-2.63%

CIPNX Mutual Fund Performance

CIPNX performance across multiple time periods: 1-month -3.43%, YTD 7.71%, 1-year 5.80%, 3-year 8.15%, 5-year 1.99%, 10-year 6.26%.

CIPNX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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