CSVIX Mutual Fund

CSVIX Mutual Fund

NAV$31.64
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Returns Overview

1 Month
-5.32%
3 Months
-7.20%
6 Months
+4.54%
YTD
+1.03%
1 Year
-1.03%
3 Years (annualized)
+5.51%
5 Years (annualized)
+2.07%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSVIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+10.34%
vs Peers
-9.31%

CSVIX Mutual Fund Performance

CSVIX performance across multiple time periods: 1-month -5.32%, YTD 1.03%, 1-year -1.03%, 3-year 5.51%, 5-year 2.07%, 10-year 8.25%.

CSVIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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