CIOIX Mutual Fund

CIOIX Mutual Fund

NAV$20.34
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Returns Overview

1 Month
-4.75%
3 Months
-7.02%
6 Months
-0.48%
YTD
+4.88%
1 Year
+11.21%
3 Years (annualized)
+21.27%
5 Years (annualized)
+11.55%
10 Years (annualized)
+9.80%

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
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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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+10.38%
vs Peers
-5.51%

CIOIX Mutual Fund Performance

CIOIX performance across multiple time periods: 1-month -4.75%, YTD 4.88%, 1-year 11.21%, 3-year 21.27%, 5-year 11.55%, 10-year 9.80%.

CIOIX returns trail the peer average of 10.38% 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.