CIMCX Mutual Fund

NAV$27.80

Returns Overview

1 Month
+2.28%
3 Months
+1.65%
6 Months
+3.35%
YTD
+6.47%
1 Year
+11.98%
3 Years (annualized)
+12.24%
5 Years (annualized)
+7.00%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIMCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+6.73%
vs Peers
-0.25%

CIMCX Mutual Fund Performance

CIMCX performance across multiple time periods: 1-month 2.28%, YTD 6.47%, 1-year 11.98%, 3-year 12.24%, 5-year 7.00%, 10-year 7.50%.

CIMCX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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