CINCX Mutual Fund

CINCX Mutual Fund

NAV$14.54
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Returns Overview

1 Month
+0.48%
3 Months
-0.45%
6 Months
-1.40%
YTD
+0.30%
1 Year
+2.58%
3 Years (annualized)
+6.51%
5 Years (annualized)
+0.95%
10 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CINCX 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 US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
+2.15%
vs Peers
-1.86%

CINCX Mutual Fund Performance

CINCX performance across multiple time periods: 1-month 0.48%, YTD 0.30%, 1-year 2.58%, 3-year 6.51%, 5-year 0.95%, 10-year 3.06%.

CINCX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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