CIMFX Mutual Fund

NAV$27.26

Returns Overview

3 Months
-0.55%
6 Months
+1.11%
YTD
+4.24%
1 Year
+13.24%
3 Years (annualized)
+13.25%
5 Years (annualized)
+8.12%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIMFX 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)
+4.24%
Peer Avg (YTD)
+6.73%
vs Peers
-2.48%

CIMFX Mutual Fund Performance

CIMFX performance across multiple time periods: YTD 4.24%, 1-year 13.24%, 3-year 13.25%, 5-year 8.12%, 10-year 8.59%.

CIMFX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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