CIUEX Mutual Fund

NAV$15.70

Returns Overview

1 Month
+0.73%
3 Months
+9.14%
6 Months
+9.45%
YTD
+8.13%
1 Year
+16.53%
3 Years (annualized)
+15.13%
5 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIUEX 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

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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
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+8.13%
Peer Avg (YTD)
+9.16%
vs Peers
-1.04%

CIUEX Mutual Fund Performance

CIUEX performance across multiple time periods: 1-month 0.73%, YTD 8.13%, 1-year 16.53%, 3-year 15.13%, 5-year 9.16%.

CIUEX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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