CIOIX Mutual Fund

CIOIX Mutual Fund

NAV$22.74
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Returns Overview

1 Month
+1.18%
3 Months
+7.04%
6 Months
+7.66%
YTD
+13.84%
1 Year
+29.53%
3 Years (annualized)
+20.33%
5 Years (annualized)
+13.20%
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)
+13.84%
Peer Avg (YTD)
+11.12%
vs Peers
+2.72%

CIOIX Mutual Fund Performance

CIOIX performance across multiple time periods: 1-month 1.18%, YTD 13.84%, 1-year 29.53%, 3-year 20.33%, 5-year 13.20%, 10-year 10.76%.

CIOIX returns outperform the peer average of 11.12% 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.