CFVYX Mutual Fund

CFVYX Mutual Fund

NAV$8.25
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Returns Overview

1 Month
+0.32%
3 Months
-0.92%
6 Months
-2.19%
YTD
-0.26%
1 Year
+1.39%
3 Years (annualized)
+2.58%
5 Years (annualized)
-2.07%
10 Years (annualized)
-0.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFVYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.26%
Peer Avg (YTD)
+2.15%
vs Peers
-2.42%

CFVYX Mutual Fund Performance

CFVYX performance across multiple time periods: 1-month 0.32%, YTD -0.26%, 1-year 1.39%, 3-year 2.58%, 5-year -2.07%, 10-year -0.04%.

CFVYX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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