CGVIX Mutual Fund

CGVIX Mutual Fund

NAV$15.69
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Returns Overview

1 Month
-1.35%
3 Months
-5.48%
6 Months
+1.25%
YTD
+0.20%
1 Year
+7.74%
3 Years (annualized)
+20.60%
5 Years (annualized)
+11.56%
10 Years (annualized)
+11.03%

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)
+0.20%
Peer Avg (YTD)
+12.44%
vs Peers
-12.24%

CGVIX Mutual Fund Performance

CGVIX performance across multiple time periods: 1-month -1.35%, YTD 0.20%, 1-year 7.74%, 3-year 20.60%, 5-year 11.56%, 10-year 11.03%.

CGVIX returns trail the peer average of 12.44% 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.