CIOAX Mutual Fund

NAV$20.51

Returns Overview

1 Month
-2.63%
3 Months
+9.50%
6 Months
+4.79%
YTD
+4.57%
1 Year
+3.77%
3 Years (annualized)
+7.31%
5 Years (annualized)
+0.29%
10 Years (annualized)
+6.86%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+9.16%
vs Peers
-4.60%

CIOAX Mutual Fund Performance

CIOAX performance across multiple time periods: 1-month -2.63%, YTD 4.57%, 1-year 3.77%, 3-year 7.31%, 5-year 0.29%, 10-year 6.86%.

CIOAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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