CIOAX Mutual Fund

CIOAX Mutual Fund

NAV$20.42
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Returns Overview

1 Month
+1.36%
3 Months
+1.26%
6 Months
+4.47%
YTD
+9.18%
1 Year
+10.49%
3 Years (annualized)
+13.69%
5 Years (annualized)
+0.04%
10 Years (annualized)
+6.71%

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)
+9.18%
Peer Avg (YTD)
+7.47%
vs Peers
+1.71%

CIOAX Mutual Fund Performance

CIOAX performance across multiple time periods: 1-month 1.36%, YTD 9.18%, 1-year 10.49%, 3-year 13.69%, 5-year 0.04%, 10-year 6.71%.

CIOAX returns outperform the peer average of 7.47% 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.