CIOVX Mutual Fund

CIOVX Mutual Fund

NAV$20.66
See how much of CIOVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.76%
3 Months
-7.10%
6 Months
-0.58%
YTD
+4.67%
1 Year
+10.98%
3 Years (annualized)
+20.96%
5 Years (annualized)
+11.26%
10 Years (annualized)
+9.54%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+4.67%
Peer Avg (YTD)
+10.38%
vs Peers
-5.72%

CIOVX Mutual Fund Performance

CIOVX performance across multiple time periods: 1-month -4.76%, YTD 4.67%, 1-year 10.98%, 3-year 20.96%, 5-year 11.26%, 10-year 9.54%.

CIOVX returns trail the peer average of 10.38% 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.