CIPMX Mutual Fund

CIPMX Mutual Fund

NAV$21.39
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Returns Overview

1 Month
+0.89%
3 Months
+10.68%
6 Months
+4.31%
YTD
+3.57%
1 Year
+2.25%
3 Years (annualized)
+4.46%
5 Years (annualized)
+0.09%
10 Years (annualized)
+10.27%

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
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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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+9.54%
vs Peers
-5.97%

CIPMX Mutual Fund Performance

CIPMX performance across multiple time periods: 1-month 0.89%, YTD 3.57%, 1-year 2.25%, 3-year 4.46%, 5-year 0.09%, 10-year 10.27%.

CIPMX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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