CIICX Mutual Fund

NAV$48.47

Returns Overview

1 Month
-0.66%
3 Months
+1.40%
6 Months
+2.60%
YTD
+7.74%
1 Year
+24.18%
3 Years (annualized)
+16.99%
5 Years (annualized)
+7.94%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIICX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.74%
Peer Avg (YTD)
+9.13%
vs Peers
-1.40%

CIICX Mutual Fund Performance

CIICX performance across multiple time periods: 1-month -0.66%, YTD 7.74%, 1-year 24.18%, 3-year 16.99%, 5-year 7.94%, 10-year 8.90%.

CIICX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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