CIMAX Mutual Fund

CIMAX Mutual Fund

NAV$28.36
See how much of CIMAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.24%
3 Months
+2.19%
6 Months
+4.55%
YTD
+7.74%
1 Year
+15.80%
3 Years (annualized)
+13.10%
5 Years (annualized)
+8.17%
10 Years (annualized)
+8.23%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.74%
Peer Avg (YTD)
+6.57%
vs Peers
+1.17%

CIMAX Mutual Fund Performance

CIMAX performance across multiple time periods: 1-month 2.24%, YTD 7.74%, 1-year 15.80%, 3-year 13.10%, 5-year 8.17%, 10-year 8.23%.

CIMAX returns outperform the peer average of 6.57% 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.