CIPTX Mutual Fund

CIPTX Mutual Fund

NAV$7.67
See how much of CIPTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.88%
3 Months
+11.02%
6 Months
+24.52%
YTD
+15.99%
1 Year
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+15.99%
Peer Avg (YTD)
+9.28%
vs Peers
+6.71%

CIPTX Mutual Fund Performance

CIPTX performance across multiple time periods: 1-month 5.88%, YTD 15.99%, 1-year 8.40%.

CIPTX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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