CIMEX Mutual Fund

CIMEX Mutual Fund

NAV$27.85
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Returns Overview

1 Month
+4.08%
3 Months
+0.94%
6 Months
+3.06%
YTD
+8.58%
1 Year
+12.66%
3 Years (annualized)
+15.95%
5 Years (annualized)
+7.78%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIMEX 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)
+8.58%
Peer Avg (YTD)
+6.22%
vs Peers
+2.36%

CIMEX Mutual Fund Performance

CIMEX performance across multiple time periods: 1-month 4.08%, YTD 8.58%, 1-year 12.66%, 3-year 15.95%, 5-year 7.78%, 10-year 8.40%.

CIMEX returns outperform the peer average of 6.22% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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