CVISX Mutual Fund

CVISX Mutual Fund

NAV$17.61
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Returns Overview

1 Month
-4.83%
3 Months
+1.57%
6 Months
+3.78%
YTD
+17.35%
1 Year
+23.83%
3 Years (annualized)
+25.40%
5 Years (annualized)
+14.79%
10 Years (annualized)
+11.53%

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
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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 ACWI ex USA IMI Net
This Mutual Fund (YTD)
+17.35%
Peer Avg (YTD)
+12.21%
vs Peers
+5.14%

CVISX Mutual Fund Performance

CVISX performance across multiple time periods: 1-month -4.83%, YTD 17.35%, 1-year 23.83%, 3-year 25.40%, 5-year 14.79%, 10-year 11.53%.

CVISX returns outperform the peer average of 12.21% 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.