CICAX Mutual Fund

NAV$70.70

Returns Overview

1 Month
-0.76%
3 Months
+15.32%
6 Months
+9.69%
YTD
+9.12%
1 Year
+19.34%
3 Years (annualized)
+20.90%
5 Years (annualized)
+13.62%
10 Years (annualized)
+13.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CICAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.12%
Peer Avg (YTD)
+9.51%
vs Peers
-0.39%

CICAX Mutual Fund Performance

CICAX performance across multiple time periods: 1-month -0.76%, YTD 9.12%, 1-year 19.34%, 3-year 20.90%, 5-year 13.62%, 10-year 13.77%.

CICAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

CICAX performance comparison shows side-by-side returns with another fund. CICAX alternatives are available in the Mutual Fund Screener.