CIOYX Mutual Fund

CIOYX Mutual Fund

NAV$8.81
See how much of CIOYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.29%
3 Months
+0.50%
6 Months
+1.27%
YTD
+1.68%
1 Year
+4.88%
3 Years (annualized)
+7.43%
5 Years (annualized)
+3.60%
10 Years (annualized)
+4.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIOYX 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
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+0.12%
vs Peers
+1.56%

CIOYX Mutual Fund Performance

CIOYX performance across multiple time periods: 1-month -0.29%, YTD 1.68%, 1-year 4.88%, 3-year 7.43%, 5-year 3.60%, 10-year 4.57%.

CIOYX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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