CIPEX Mutual Fund

CIPEX Mutual Fund

NAV$14.26
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Returns Overview

1 Month
+0.75%
3 Months
+1.42%
6 Months
+2.26%
YTD
+6.00%
1 Year
+10.04%
3 Years (annualized)
+11.34%
5 Years (annualized)
+5.99%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPEX 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)
+6.00%
Peer Avg (YTD)
+6.28%
vs Peers
-0.28%

CIPEX Mutual Fund Performance

CIPEX performance across multiple time periods: 1-month 0.75%, YTD 6.00%, 1-year 10.04%, 3-year 11.34%, 5-year 5.99%, 10-year 6.78%.

CIPEX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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