CIVBX Mutual Fund

NAV$21.76

Returns Overview

1 Month
+1.00%
3 Months
+9.55%
6 Months
+6.42%
YTD
+5.26%
1 Year
+12.38%
3 Years (annualized)
+11.46%
5 Years (annualized)
+5.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIVBX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+5.26%
Peer Avg (YTD)
+8.97%
vs Peers
-3.72%

CIVBX Mutual Fund Performance

CIVBX performance across multiple time periods: 1-month 1.00%, YTD 5.26%, 1-year 12.38%, 3-year 11.46%, 5-year 5.40%.

CIVBX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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