CCVIX Mutual Fund

CCVIX Mutual Fund

NAV$26.57
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Returns Overview

1 Month
-0.79%
3 Months
-6.78%
6 Months
+13.28%
YTD
+14.62%
1 Year
+18.46%
3 Years (annualized)
+16.81%
5 Years (annualized)
+5.95%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CCVIX 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
ICE BofA All US Convertibles Index(ICEBOFAAUSCONI)
This Mutual Fund (YTD)
+14.62%
Peer Avg (YTD)
+10.47%
vs Peers
+4.15%

CCVIX Mutual Fund Performance

CCVIX performance across multiple time periods: 1-month -0.79%, YTD 14.62%, 1-year 18.46%, 3-year 16.81%, 5-year 5.95%, 10-year 11.21%.

CCVIX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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