CIOIX Mutual Fund

CIOIX Mutual Fund

NAV$21.28
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Returns Overview

1 Month
-3.82%
3 Months
-1.23%
6 Months
+13.57%
YTD
+10.11%
1 Year
+18.93%
3 Years (annualized)
+21.88%
5 Years (annualized)
+13.24%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIOIX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+9.89%
vs Peers
+0.21%

CIOIX Mutual Fund Performance

CIOIX performance across multiple time periods: 1-month -3.82%, YTD 10.11%, 1-year 18.93%, 3-year 21.88%, 5-year 13.24%, 10-year 10.76%.

CIOIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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