CIPFX Mutual Fund

CIPFX Mutual Fund

NAV$14.65
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Returns Overview

3 Months
+1.32%
6 Months
+2.96%
YTD
+4.62%
1 Year
+10.94%
3 Years (annualized)
+10.70%
5 Years (annualized)
+6.32%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPFX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.62%
Peer Avg (YTD)
+5.54%
vs Peers
-0.91%

CIPFX Mutual Fund Performance

CIPFX performance across multiple time periods: YTD 4.62%, 1-year 10.94%, 3-year 10.70%, 5-year 6.32%, 10-year 7.05%.

CIPFX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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