CIOZX Mutual Fund

CIOZX Mutual Fund

NAV$8.57
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Returns Overview

1 Month
+0.35%
3 Months
-1.48%
6 Months
-1.13%
YTD
+0.11%
1 Year
+1.13%
3 Years (annualized)
+7.48%
5 Years (annualized)
+3.16%
10 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIOZX 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
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
+1.93%
vs Peers
-1.82%

CIOZX Mutual Fund Performance

CIOZX performance across multiple time periods: 1-month 0.35%, YTD 0.11%, 1-year 1.13%, 3-year 7.48%, 5-year 3.16%, 10-year 4.01%.

CIOZX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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