CIVIX Mutual Fund

CIVIX Mutual Fund

NAV$26.33
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Returns Overview

1 Month
+3.66%
3 Months
+9.68%
6 Months
+6.19%
YTD
+10.10%
1 Year
+27.02%
3 Years (annualized)
+18.30%
5 Years (annualized)
+13.79%
10 Years (annualized)
+10.45%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+11.12%
vs Peers
-1.02%

CIVIX Mutual Fund Performance

CIVIX performance across multiple time periods: 1-month 3.66%, YTD 10.10%, 1-year 27.02%, 3-year 18.30%, 5-year 13.79%, 10-year 10.45%.

CIVIX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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