CIUEX Mutual Fund

CIUEX Mutual Fund

NAV$15.90
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Returns Overview

1 Month
+2.24%
3 Months
+5.37%
6 Months
+6.16%
YTD
+11.90%
1 Year
+26.35%
3 Years (annualized)
+16.31%
5 Years (annualized)
+9.40%

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
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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
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+11.90%
Peer Avg (YTD)
+8.67%
vs Peers
+3.23%

CIUEX Mutual Fund Performance

CIUEX performance across multiple time periods: 1-month 2.24%, YTD 11.90%, 1-year 26.35%, 3-year 16.31%, 5-year 9.40%.

CIUEX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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