CIPSX Mutual Fund

CIPSX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
+3.64%
3 Months
+8.50%
6 Months
+10.15%
YTD
+11.33%
1 Year
+4.57%
3 Years (annualized)
+7.87%
5 Years (annualized)
+1.73%
10 Years (annualized)
+5.98%

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
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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 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+15.20%
vs Peers
-3.87%

CIPSX Mutual Fund Performance

CIPSX performance across multiple time periods: 1-month 3.64%, YTD 11.33%, 1-year 4.57%, 3-year 7.87%, 5-year 1.73%, 10-year 5.98%.

CIPSX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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