CIOVX Mutual Fund

CIOVX Mutual Fund

NAV$21.65
See how much of CIOVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.20%
3 Months
+7.01%
6 Months
+7.59%
YTD
+13.72%
1 Year
+29.29%
3 Years (annualized)
+20.12%
5 Years (annualized)
+12.98%
10 Years (annualized)
+10.54%

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)
+13.72%
Peer Avg (YTD)
+11.12%
vs Peers
+2.60%

CIOVX Mutual Fund Performance

CIOVX performance across multiple time periods: 1-month 1.20%, YTD 13.72%, 1-year 29.29%, 3-year 20.12%, 5-year 12.98%, 10-year 10.54%.

CIOVX returns outperform the peer average of 11.12% 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.