CIMYX Mutual Fund

CIMYX Mutual Fund

NAV$9.47
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Returns Overview

1 Month
+0.52%
3 Months
+1.85%
6 Months
+1.87%
YTD
+1.87%
1 Year
+5.78%
3 Years (annualized)
+4.02%
5 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIMYX 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)
+1.87%
Peer Avg (YTD)
+1.79%
vs Peers
+0.09%

CIMYX Mutual Fund Performance

CIMYX performance across multiple time periods: 1-month 0.52%, YTD 1.87%, 1-year 5.78%, 3-year 4.02%, 5-year 1.35%.

CIMYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

CIMYX performance comparison shows side-by-side returns with another fund. CIMYX alternatives are available in the Mutual Fund Screener.