CGVIX Mutual Fund

CGVIX Mutual Fund

NAV$16.22
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Returns Overview

1 Month
+1.00%
3 Months
+7.13%
6 Months
+3.84%
YTD
+6.01%
1 Year
+23.04%
3 Years (annualized)
+19.49%
5 Years (annualized)
+13.32%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI AC World Index Net
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+11.41%
vs Peers
-5.40%

CGVIX Mutual Fund Performance

CGVIX performance across multiple time periods: 1-month 1.00%, YTD 6.01%, 1-year 23.04%, 3-year 19.49%, 5-year 13.32%, 10-year 11.84%.

CGVIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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