CIOIX Mutual Fund

NAV$22.67

Returns Overview

1 Month
-0.81%
3 Months
+14.98%
6 Months
+12.51%
YTD
+11.48%
1 Year
+28.02%
3 Years (annualized)
+21.19%
5 Years (annualized)
+12.56%
10 Years (annualized)
+11.09%

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
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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+11.48%
Peer Avg (YTD)
+8.71%
vs Peers
+2.76%

CIOIX Mutual Fund Performance

CIOIX performance across multiple time periods: 1-month -0.81%, YTD 11.48%, 1-year 28.02%, 3-year 21.19%, 5-year 12.56%, 10-year 11.09%.

CIOIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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