CIUEX Mutual Fund

CIUEX Mutual Fund

NAV$14.88
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Returns Overview

1 Month
-4.40%
3 Months
-1.19%
6 Months
+7.84%
YTD
+6.84%
1 Year
+14.52%
3 Years (annualized)
+18.28%
5 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIUEX 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 World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+7.86%
vs Peers
-1.02%

CIUEX Mutual Fund Performance

CIUEX performance across multiple time periods: 1-month -4.40%, YTD 6.84%, 1-year 14.52%, 3-year 18.28%, 5-year 9.86%.

CIUEX returns trail the peer average of 7.86% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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