CIPSX Mutual Fund

NAV$19.03

Returns Overview

1 Month
+5.95%
3 Months
+18.26%
6 Months
+8.78%
YTD
+8.72%
1 Year
+3.34%
3 Years (annualized)
+7.02%
5 Years (annualized)
+1.81%
10 Years (annualized)
+5.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPSX 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

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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+18.52%
vs Peers
-9.81%

CIPSX Mutual Fund Performance

CIPSX performance across multiple time periods: 1-month 5.95%, YTD 8.72%, 1-year 3.34%, 3-year 7.02%, 5-year 1.81%, 10-year 5.81%.

CIPSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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