CIOAX Mutual Fund

CIOAX Mutual Fund

NAV$19.51
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Returns Overview

1 Month
+3.13%
3 Months
+3.54%
6 Months
+4.92%
YTD
+11.20%
1 Year
+10.52%
3 Years (annualized)
+10.11%
5 Years (annualized)
+0.15%
10 Years (annualized)
+6.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIOAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.20%
Peer Avg (YTD)
+9.98%
vs Peers
+1.22%

CIOAX Mutual Fund Performance

CIOAX performance across multiple time periods: 1-month 3.13%, YTD 11.20%, 1-year 10.52%, 3-year 10.11%, 5-year 0.15%, 10-year 6.88%.

CIOAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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