CIVIX Mutual Fund

NAV$26.79

Returns Overview

1 Month
+0.44%
3 Months
+11.98%
6 Months
+6.98%
YTD
+6.21%
1 Year
+22.75%
3 Years (annualized)
+17.86%
5 Years (annualized)
+12.85%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIVIX 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 (Net)
This Mutual Fund (YTD)
+6.21%
Peer Avg (YTD)
+8.71%
vs Peers
-2.50%

CIVIX Mutual Fund Performance

CIVIX performance across multiple time periods: 1-month 0.44%, YTD 6.21%, 1-year 22.75%, 3-year 17.86%, 5-year 12.85%, 10-year 10.47%.

CIVIX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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