CIISX Mutual Fund

NAV$18.52

Returns Overview

1 Month
-5.47%
3 Months
+3.67%
6 Months
+10.28%
YTD
+9.57%
1 Year
+20.68%
3 Years (annualized)
+22.31%
5 Years (annualized)
+12.53%
10 Years (annualized)
+11.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIISX 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
MSCI ACWI ex USA IMI Net
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+18.52%
vs Peers
-8.96%

CIISX Mutual Fund Performance

CIISX performance across multiple time periods: 1-month -5.47%, YTD 9.57%, 1-year 20.68%, 3-year 22.31%, 5-year 12.53%, 10-year 11.62%.

CIISX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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