CIPAX Mutual Fund

CIPAX Mutual Fund

NAV$14.89
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Returns Overview

1 Month
+0.41%
3 Months
+2.05%
6 Months
+3.67%
YTD
+5.34%
1 Year
+11.61%
3 Years (annualized)
+10.80%
5 Years (annualized)
+6.29%
10 Years (annualized)
+6.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.34%
Peer Avg (YTD)
+5.54%
vs Peers
-0.20%

CIPAX Mutual Fund Performance

CIPAX performance across multiple time periods: 1-month 0.41%, YTD 5.34%, 1-year 11.61%, 3-year 10.80%, 5-year 6.29%, 10-year 6.91%.

CIPAX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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