CWVIX Mutual Fund

CWVIX Mutual Fund

NAV$30.41
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Returns Overview

1 Month
+0.20%
3 Months
+9.26%
6 Months
+8.70%
YTD
+10.47%
1 Year
+21.39%
3 Years (annualized)
+10.34%
5 Years (annualized)
+5.15%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CWVIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+6.23%
vs Peers
+4.24%

CWVIX Mutual Fund Performance

CWVIX performance across multiple time periods: 1-month 0.20%, YTD 10.47%, 1-year 21.39%, 3-year 10.34%, 5-year 5.15%, 10-year 8.88%.

CWVIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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