CFVLX Mutual Fund

CFVLX Mutual Fund

NAV$36.66
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Returns Overview

1 Month
+1.74%
3 Months
+7.41%
6 Months
+8.13%
YTD
+18.34%
1 Year
+21.61%
3 Years (annualized)
+15.25%
5 Years (annualized)
+8.71%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFVLX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.34%
Peer Avg (YTD)
+12.44%
vs Peers
+5.90%

CFVLX Mutual Fund Performance

CFVLX performance across multiple time periods: 1-month 1.74%, YTD 18.34%, 1-year 21.61%, 3-year 15.25%, 5-year 8.71%, 10-year 10.20%.

CFVLX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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