CIHEX Mutual Fund

NAV$20.70

Returns Overview

1 Month
-0.83%
3 Months
+7.93%
6 Months
+5.62%
YTD
+5.41%
1 Year
+12.71%
3 Years (annualized)
+12.47%
5 Years (annualized)
+8.03%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIHEX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.41%
Peer Avg (YTD)
+12.13%
vs Peers
-6.73%

CIHEX Mutual Fund Performance

CIHEX performance across multiple time periods: 1-month -0.83%, YTD 5.41%, 1-year 12.71%, 3-year 12.47%, 5-year 8.03%, 10-year 8.46%.

CIHEX returns trail the peer average of 12.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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