CICVX Mutual Fund

CICVX Mutual Fund

NAV$22.70
See how much of CICVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.04%
3 Months
-4.41%
6 Months
+10.22%
YTD
+17.77%
1 Year
+26.25%
3 Years (annualized)
+17.10%
5 Years (annualized)
+6.21%
10 Years (annualized)
+11.49%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+17.77%
Peer Avg (YTD)
+12.29%
vs Peers
+5.48%

CICVX Mutual Fund Performance

CICVX performance across multiple time periods: 1-month -0.04%, YTD 17.77%, 1-year 26.25%, 3-year 17.10%, 5-year 6.21%, 10-year 11.49%.

CICVX returns outperform the peer average of 12.29% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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