CIMFX Mutual Fund

CIMFX Mutual Fund

NAV$27.26
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Returns Overview

3 Months
+0.10%
6 Months
+2.45%
YTD
+5.63%
1 Year
+13.58%
3 Years (annualized)
+12.48%
5 Years (annualized)
+8.02%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIMFX 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
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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)
+5.63%
Peer Avg (YTD)
+6.57%
vs Peers
-0.95%

CIMFX Mutual Fund Performance

CIMFX performance across multiple time periods: YTD 5.63%, 1-year 13.58%, 3-year 12.48%, 5-year 8.02%, 10-year 8.35%.

CIMFX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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