CVISX Mutual Fund

NAV$17.72

Returns Overview

1 Month
+4.30%
3 Months
+2.07%
6 Months
+5.48%
YTD
+14.69%
1 Year
+20.44%
3 Years (annualized)
+22.01%
5 Years (annualized)
+12.26%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVISX 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
MSCI ACWI ex USA IMI Net
This Mutual Fund (YTD)
+14.69%
Peer Avg (YTD)
+18.52%
vs Peers
-3.83%

CVISX Mutual Fund Performance

CVISX performance across multiple time periods: 1-month 4.30%, YTD 14.69%, 1-year 20.44%, 3-year 22.01%, 5-year 12.26%, 10-year 11.36%.

CVISX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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