CIPIX Mutual Fund

NAV$21.99

Returns Overview

1 Month
+3.80%
3 Months
+13.07%
6 Months
+2.65%
YTD
+2.80%
1 Year
+1.80%
3 Years (annualized)
+7.51%
5 Years (annualized)
+2.03%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+2.80%
Peer Avg (YTD)
+10.82%
vs Peers
-8.01%

CIPIX Mutual Fund Performance

CIPIX performance across multiple time periods: 1-month 3.80%, YTD 2.80%, 1-year 1.80%, 3-year 7.51%, 5-year 2.03%, 10-year 10.81%.

CIPIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

CIPIX performance comparison shows side-by-side returns with another fund. CIPIX alternatives are available in the Mutual Fund Screener.