CIPEX Mutual Fund

NAV$14.74

Returns Overview

1 Month
+0.26%
3 Months
+5.17%
6 Months
+5.09%
YTD
+4.79%
1 Year
+11.12%
3 Years (annualized)
+10.99%
5 Years (annualized)
+6.08%
10 Years (annualized)
+6.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPEX 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
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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.79%
Peer Avg (YTD)
+5.87%
vs Peers
-1.08%

CIPEX Mutual Fund Performance

CIPEX performance across multiple time periods: 1-month 0.26%, YTD 4.79%, 1-year 11.12%, 3-year 10.99%, 5-year 6.08%, 10-year 6.81%.

CIPEX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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