CIPAX Mutual Fund

CIPAX Mutual Fund

NAV$14.59
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Returns Overview

1 Month
+1.96%
3 Months
-0.29%
6 Months
+1.75%
YTD
+5.03%
1 Year
+7.36%
3 Years (annualized)
+12.87%
5 Years (annualized)
+5.90%
10 Years (annualized)
+7.03%

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
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📉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)
+5.03%
Peer Avg (YTD)
+5.30%
vs Peers
-0.27%

CIPAX Mutual Fund Performance

CIPAX performance across multiple time periods: 1-month 1.96%, YTD 5.03%, 1-year 7.36%, 3-year 12.87%, 5-year 5.90%, 10-year 7.03%.

CIPAX returns trail the peer average of 5.30% 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.