CIPNX Mutual Fund

NAV$18.41

Returns Overview

1 Month
-0.91%
3 Months
+4.37%
6 Months
+0.71%
YTD
+5.14%
1 Year
+3.62%
3 Years (annualized)
+9.50%
5 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIPNX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+18.52%
vs Peers
-13.38%

CIPNX Mutual Fund Performance

CIPNX performance across multiple time periods: 1-month -0.91%, YTD 5.14%, 1-year 3.62%, 3-year 9.50%, 5-year 4.28%.

CIPNX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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