CIMCX Mutual Fund

CIMCX Mutual Fund

NAV$28.28
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Returns Overview

1 Month
+2.17%
3 Months
+1.96%
6 Months
+4.11%
YTD
+7.26%
1 Year
+14.84%
3 Years (annualized)
+12.30%
5 Years (annualized)
+7.38%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIMCX 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
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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)
+7.26%
Peer Avg (YTD)
+6.57%
vs Peers
+0.69%

CIMCX Mutual Fund Performance

CIMCX performance across multiple time periods: 1-month 2.17%, YTD 7.26%, 1-year 14.84%, 3-year 12.30%, 5-year 7.38%, 10-year 7.50%.

CIMCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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