CIMRX Mutual Fund

CIMRX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
+0.29%
3 Months
+0.22%
6 Months
+2.79%
YTD
+2.44%
1 Year
+4.38%
3 Years (annualized)
-0.05%
5 Years (annualized)
+1.08%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIMRX 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
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+2.61%
vs Peers
-0.17%

CIMRX Mutual Fund Performance

CIMRX performance across multiple time periods: 1-month 0.29%, YTD 2.44%, 1-year 4.38%, 3-year -0.05%, 5-year 1.08%, 10-year 1.94%.

CIMRX returns trail the peer average of 2.61% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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