CICVX Mutual Fund

NAV$23.38

Returns Overview

1 Month
+1.70%
3 Months
+21.57%
6 Months
+25.29%
YTD
+23.14%
1 Year
+38.89%
3 Years (annualized)
+18.85%
5 Years (annualized)
+7.56%
10 Years (annualized)
+12.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CICVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+23.14%
Peer Avg (YTD)
+18.00%
vs Peers
+5.14%

CICVX Mutual Fund Performance

CICVX performance across multiple time periods: 1-month 1.70%, YTD 23.14%, 1-year 38.89%, 3-year 18.85%, 5-year 7.56%, 10-year 12.54%.

CICVX returns outperform the peer average of 18.00% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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