Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIICX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-C) | 8.28% | 22.22% | 16.19% | 5.50% | 7.84% | 5.65% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIICX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-C) | 10/10/2008 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.55 | 22.22 | 16.19 | 5.50 | 7.84 | 5.65 | NA | … | … | 8.28 | 34.03 | 2.48 | 14.35 | -17.12 | 4.13 | 6.96 | 26.12 | -15.10 | 25.00 | 1.31 | -9.06 | -4.07 | 17.08 | 17.82 | -8.30 | 7.79 | 34.15 | 3.90 |
| Sharpe Ratio | NA | 1.55 | 1.04 | 0.21 | 0.38 | NA | NA | … | … | 1.10 | 2.32 | -0.10 | 0.91 | -0.93 | 0.32 | 0.22 | 2.27 | -1.23 | 3.74 | 0.07 | -0.61 | -0.39 | 1.49 | 1.23 | -0.35 | 0.41 | 1.52 | 0.42 |
| Standard Deviation(%) | NA | 13.58 | 13.23 | 14.67 | 16.07 | NA | NA | … | … | 17.59 | 13.48 | 11.72 | 11.87 | 20.00 | 12.68 | 30.59 | 10.86 | 13.49 | 6.53 | 16.03 | 14.82 | 10.38 | 11.45 | 14.52 | 24.14 | 18.96 | 22.46 | 44.82 |
| Draw Down(%) | NA | 10.96 | 12.64 | 34.34 | 35.88 | NA | NA | … | … | 10.96 | 12.64 | 8.75 | 10.88 | 29.49 | 9.82 | 35.88 | 6.66 | 23.01 | 2.03 | 10.93 | 16.99 | 13.08 | 9.73 | 13.24 | 22.77 | 16.01 | 17.93 | 17.20 |
| Yield(%) | 0.00 | 7.84 | 4.63 | 2.83 | 2.94 | 3.04 | 3.72 | … | … | 0.18 | 9.28 | 2.57 | 1.69 | 1.62 | 1.73 | 0.71 | 2.08 | 1.54 | 1.32 | 1.53 | 2.07 | 5.29 | 6.26 | 2.18 | 3.81 | 2.81 | 3.98 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIICX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-C) |
-4.35%
Sep 2019 – Sep 2022 |
-2.47%
Sep 2017 – Sep 2022 |
1.32%
Oct 2013 – Oct 2023 |
3.78%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIICX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-C) |
20.01%
Sep 2022 – Sep 2025 |
16.06%
Feb 2009 – Feb 2014 |
8.94%
Feb 2016 – Feb 2026 |
6.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart