CIMAX Mutual Fund

CIMAX Mutual Fund

NAV$26.77
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Returns Overview

1 Month
+1.44%
3 Months
+3.17%
6 Months
+2.11%
YTD
+9.29%
1 Year
+14.39%
3 Years (annualized)
+14.72%
5 Years (annualized)
+8.42%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIMAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+7.17%
vs Peers
+2.12%

CIMAX Mutual Fund Performance

CIMAX performance across multiple time periods: 1-month 1.44%, YTD 9.29%, 1-year 14.39%, 3-year 14.72%, 5-year 8.42%, 10-year 8.71%.

CIMAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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