CIOYX Mutual Fund

CIOYX Mutual Fund

NAV$8.55
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Returns Overview

1 Month
+1.01%
3 Months
-0.93%
6 Months
-0.44%
YTD
+0.73%
1 Year
+1.89%
3 Years (annualized)
+7.79%
5 Years (annualized)
+3.42%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIOYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch Bb-B US Cash Pay High Yield Constrained Index(^IBMLCPHYC)
This Mutual Fund (YTD)
+0.73%
Peer Avg (YTD)
+2.28%
vs Peers
-1.55%

CIOYX Mutual Fund Performance

CIOYX performance across multiple time periods: 1-month 1.01%, YTD 0.73%, 1-year 1.89%, 3-year 7.79%, 5-year 3.42%, 10-year 4.21%.

CIOYX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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