CCVIX Mutual Fund

CCVIX Mutual Fund

NAV$27.15
See how much of CCVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.01%
3 Months
+1.93%
6 Months
+11.39%
YTD
+17.65%
1 Year
+27.79%
3 Years (annualized)
+15.57%
5 Years (annualized)
+6.32%
10 Years (annualized)
+11.23%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+17.65%
Peer Avg (YTD)
+13.29%
vs Peers
+4.36%

CCVIX Mutual Fund Performance

CCVIX performance across multiple time periods: 1-month -6.01%, YTD 17.65%, 1-year 27.79%, 3-year 15.57%, 5-year 6.32%, 10-year 11.23%.

CCVIX returns outperform the peer average of 13.29% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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