CIOZX Mutual Fund

CIOZX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
+0.16%
3 Months
+2.09%
6 Months
+1.81%
YTD
+1.92%
1 Year
+5.23%
3 Years (annualized)
+7.83%
5 Years (annualized)
+3.59%
10 Years (annualized)
+4.68%

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
PROUpgrade to run
🏦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)
+1.92%
Peer Avg (YTD)
+3.23%
vs Peers
-1.31%

CIOZX Mutual Fund Performance

CIOZX performance across multiple time periods: 1-month 0.16%, YTD 1.92%, 1-year 5.23%, 3-year 7.83%, 5-year 3.59%, 10-year 4.68%.

CIOZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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