CCVIX Mutual Fund

NAV$27.72

Returns Overview

1 Month
+1.71%
3 Months
+21.52%
6 Months
+25.17%
YTD
+22.96%
1 Year
+38.54%
3 Years (annualized)
+18.63%
5 Years (annualized)
+7.32%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCVIX 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
PROUpgrade to run

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
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+22.96%
Peer Avg (YTD)
+18.00%
vs Peers
+4.95%

CCVIX Mutual Fund Performance

CCVIX performance across multiple time periods: 1-month 1.71%, YTD 22.96%, 1-year 38.54%, 3-year 18.63%, 5-year 7.32%, 10-year 12.27%.

CCVIX returns outperform the peer average of 18.00% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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