Correlation
The correlation between CUHIX and FNWFX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
CUHIX vs. FNWFX
Compare and contrast key facts about Victory US 500 Enhanced Volatility Wtd Index Fund (CUHIX) and American Funds New World Fund Class F-3 (FNWFX).
CUHIX is managed by Victory. It was launched on Nov 19, 2012. FNWFX is managed by American Funds. It was launched on Jun 17, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CUHIX or FNWFX.
Performance
CUHIX vs. FNWFX - Performance Comparison
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Key characteristics
Returns By Period
CUHIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
FNWFX
9.74%
5.69%
5.28%
7.53%
7.46%
6.82%
N/A
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CUHIX vs. FNWFX - Expense Ratio Comparison
CUHIX has a 0.74% expense ratio, which is higher than FNWFX's 0.57% expense ratio.
Risk-Adjusted Performance
CUHIX vs. FNWFX — Risk-Adjusted Performance Rank
CUHIX
FNWFX
CUHIX vs. FNWFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory US 500 Enhanced Volatility Wtd Index Fund (CUHIX) and American Funds New World Fund Class F-3 (FNWFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CUHIX vs. FNWFX - Dividend Comparison
CUHIX has not paid dividends to shareholders, while FNWFX's dividend yield for the trailing twelve months is around 3.74%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CUHIX Victory US 500 Enhanced Volatility Wtd Index Fund | 0.94% | 1.24% | 1.74% | 36.33% | 12.98% | 11.58% | 13.72% | 15.67% | 9.92% | 2.60% | 4.71% | 0.38% |
FNWFX American Funds New World Fund Class F-3 | 3.74% | 4.10% | 2.88% | 1.34% | 7.32% | 0.43% | 4.04% | 2.70% | 2.27% | 0.00% | 0.00% | 0.00% |
Drawdowns
CUHIX vs. FNWFX - Drawdown Comparison
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Volatility
CUHIX vs. FNWFX - Volatility Comparison
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