CICVX Mutual Fund

CICVX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
-5.97%
3 Months
+1.98%
6 Months
+11.56%
YTD
+17.82%
1 Year
+28.13%
3 Years (annualized)
+15.38%
5 Years (annualized)
+6.32%
10 Years (annualized)
+11.36%

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
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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)
+17.82%
Peer Avg (YTD)
+13.29%
vs Peers
+4.53%

CICVX Mutual Fund Performance

CICVX performance across multiple time periods: 1-month -5.97%, YTD 17.82%, 1-year 28.13%, 3-year 15.38%, 5-year 6.32%, 10-year 11.36%.

CICVX returns outperform the peer average of 13.29% 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.