CIPMX Mutual Fund

NAV$21.15

Returns Overview

1 Month
+3.76%
3 Months
+12.96%
6 Months
+2.49%
YTD
+2.65%
1 Year
+1.56%
3 Years (annualized)
+7.21%
5 Years (annualized)
+1.76%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPMX 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)
+2.65%
Peer Avg (YTD)
+10.82%
vs Peers
-8.17%

CIPMX Mutual Fund Performance

CIPMX performance across multiple time periods: 1-month 3.76%, YTD 2.65%, 1-year 1.56%, 3-year 7.21%, 5-year 1.76%, 10-year 10.54%.

CIPMX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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