CIOZX Mutual Fund

CIOZX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-0.29%
3 Months
+0.36%
6 Months
+1.10%
YTD
+1.62%
1 Year
+4.65%
3 Years (annualized)
+7.27%
5 Years (annualized)
+3.53%
10 Years (annualized)
+4.47%

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)
+1.62%
Peer Avg (YTD)
+0.12%
vs Peers
+1.50%

CIOZX Mutual Fund Performance

CIOZX performance across multiple time periods: 1-month -0.29%, YTD 1.62%, 1-year 4.65%, 3-year 7.27%, 5-year 3.53%, 10-year 4.47%.

CIOZX returns outperform the peer average of 0.12% 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.