CIPMX Mutual Fund

CIPMX Mutual Fund

NAV$21.09
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Returns Overview

1 Month
+5.07%
3 Months
+9.99%
6 Months
+9.83%
YTD
+8.82%
1 Year
+7.11%
3 Years (annualized)
+9.20%
5 Years (annualized)
+1.69%
10 Years (annualized)
+10.77%

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
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📉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)
+8.82%
Peer Avg (YTD)
+9.89%
vs Peers
-1.07%

CIPMX Mutual Fund Performance

CIPMX performance across multiple time periods: 1-month 5.07%, YTD 8.82%, 1-year 7.11%, 3-year 9.20%, 5-year 1.69%, 10-year 10.77%.

CIPMX returns trail the peer average of 9.89% 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.