CSVIX Mutual Fund

NAV$33.54

Returns Overview

3 Months
+4.39%
6 Months
+4.23%
YTD
+8.19%
1 Year
+5.18%
3 Years (annualized)
+5.86%
5 Years (annualized)
+2.80%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVIX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.19%
Peer Avg (YTD)
+18.52%
vs Peers
-10.33%

CSVIX Mutual Fund Performance

CSVIX performance across multiple time periods: YTD 8.19%, 1-year 5.18%, 3-year 5.86%, 5-year 2.80%, 10-year 8.83%.

CSVIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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