CIPTX Mutual Fund

CIPTX Mutual Fund

NAV$13.52
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Returns Overview

1 Month
+1.31%
3 Months
+12.16%
6 Months
+5.10%
YTD
+4.48%
1 Year
+3.12%

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
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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

This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+9.41%
vs Peers
-4.93%

CIPTX Mutual Fund Performance

CIPTX performance across multiple time periods: 1-month 1.31%, YTD 4.48%, 1-year 3.12%.

CIPTX returns trail the peer average of 9.41% 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.