CICCX Mutual Fund

NAV$70.56

Returns Overview

1 Month
-0.82%
3 Months
+15.10%
6 Months
+9.28%
YTD
+8.68%
1 Year
+18.40%
3 Years (annualized)
+19.97%
5 Years (annualized)
+12.74%
10 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CICCX 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)
+8.68%
Peer Avg (YTD)
+9.51%
vs Peers
-0.82%

CICCX Mutual Fund Performance

CICCX performance across multiple time periods: 1-month -0.82%, YTD 8.68%, 1-year 18.40%, 3-year 19.97%, 5-year 12.74%, 10-year 12.91%.

CICCX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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