CGVIX Mutual Fund

CGVIX Mutual Fund

NAV$15.57
See how much of CGVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.13%
3 Months
-3.24%
6 Months
+8.59%
YTD
+1.57%
1 Year
+9.85%
3 Years (annualized)
+19.56%
5 Years (annualized)
+12.41%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVIX 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 AC World Index Net
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+10.00%
vs Peers
-8.43%

CGVIX Mutual Fund Performance

CGVIX performance across multiple time periods: 1-month -4.13%, YTD 1.57%, 1-year 9.85%, 3-year 19.56%, 5-year 12.41%, 10-year 11.51%.

CGVIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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