CIVAX Mutual Fund

NAV$22.31
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Returns Overview

1 Month
+1.08%
3 Months
+9.76%
6 Months
+6.82%
YTD
+5.66%
1 Year
+13.27%
3 Years (annualized)
+12.33%
5 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIVAX 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

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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.66%
Peer Avg (YTD)
+8.97%
vs Peers
-3.31%

CIVAX Mutual Fund Performance

CIVAX performance across multiple time periods: 1-month 1.08%, YTD 5.66%, 1-year 13.27%, 3-year 12.33%, 5-year 6.22%.

CIVAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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