CVISX Mutual Fund

CVISX Mutual Fund

NAV$19.21
See how much of CVISX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.50%
3 Months
+2.18%
6 Months
+7.27%
YTD
+15.53%
1 Year
+27.76%
3 Years (annualized)
+20.88%
5 Years (annualized)
+13.99%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVISX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA IMI Net
This Mutual Fund (YTD)
+15.53%
Peer Avg (YTD)
+15.31%
vs Peers
+0.22%

CVISX Mutual Fund Performance

CVISX performance across multiple time periods: 1-month 5.50%, YTD 15.53%, 1-year 27.76%, 3-year 20.88%, 5-year 13.99%, 10-year 11.28%.

CVISX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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