CIVIX Mutual Fund

CIVIX Mutual Fund

NAV$24.12
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Returns Overview

1 Month
-5.67%
3 Months
-2.67%
6 Months
+9.00%
YTD
+3.38%
1 Year
+12.62%
3 Years (annualized)
+18.89%
5 Years (annualized)
+13.40%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIVIX 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 (Net)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+9.88%
vs Peers
-6.50%

CIVIX Mutual Fund Performance

CIVIX performance across multiple time periods: 1-month -5.67%, YTD 3.38%, 1-year 12.62%, 3-year 18.89%, 5-year 13.40%, 10-year 10.26%.

CIVIX returns trail the peer average of 9.88% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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