CIMYX Mutual Fund

CIMYX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
+2.64%
3 Months
-0.55%
6 Months
-0.82%
YTD
+0.12%
1 Year
+0.70%
3 Years (annualized)
+4.39%
5 Years (annualized)
+1.13%
10 Years (annualized)
+1.94%

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
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
Bloomberg 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
-0.87%
vs Peers
+0.99%

CIMYX Mutual Fund Performance

CIMYX performance across multiple time periods: 1-month 2.64%, YTD 0.12%, 1-year 0.70%, 3-year 4.39%, 5-year 1.13%, 10-year 1.94%.

CIMYX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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