CWVIX Mutual Fund

CWVIX Mutual Fund

NAV$29.05
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Returns Overview

1 Month
-3.80%
3 Months
-2.38%
6 Months
+14.17%
YTD
+6.60%
1 Year
+13.24%
3 Years (annualized)
+12.96%
5 Years (annualized)
+4.96%
10 Years (annualized)
+9.01%

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)
+6.60%
Peer Avg (YTD)
+8.67%
vs Peers
-2.07%

CWVIX Mutual Fund Performance

CWVIX performance across multiple time periods: 1-month -3.80%, YTD 6.60%, 1-year 13.24%, 3-year 12.96%, 5-year 4.96%, 10-year 9.01%.

CWVIX returns trail the peer average of 8.67% 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.