CIOVX Mutual Fund

CIOVX Mutual Fund

NAV$21.06
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Returns Overview

1 Month
+1.46%
3 Months
+1.78%
6 Months
+3.92%
YTD
+15.37%
1 Year
+26.78%
3 Years (annualized)
+21.57%
5 Years (annualized)
+12.97%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIOVX 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)
+15.37%
Peer Avg (YTD)
+12.12%
vs Peers
+3.25%

CIOVX Mutual Fund Performance

CIOVX performance across multiple time periods: 1-month 1.46%, YTD 15.37%, 1-year 26.78%, 3-year 21.57%, 5-year 12.97%, 10-year 10.49%.

CIOVX returns outperform the peer average of 12.12% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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