CIOVX Mutual Fund

NAV$22.29

Returns Overview

1 Month
-0.87%
3 Months
+14.93%
6 Months
+12.37%
YTD
+11.33%
1 Year
+27.69%
3 Years (annualized)
+20.89%
5 Years (annualized)
+12.28%
10 Years (annualized)
+10.58%

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

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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)
+11.33%
Peer Avg (YTD)
+8.71%
vs Peers
+2.62%

CIOVX Mutual Fund Performance

CIOVX performance across multiple time periods: 1-month -0.87%, YTD 11.33%, 1-year 27.69%, 3-year 20.89%, 5-year 12.28%, 10-year 10.58%.

CIOVX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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