CLVRX Mutual Fund

CLVRX Mutual Fund

NAV$43.09
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Returns Overview

1 Month
+5.50%
3 Months
+0.74%
6 Months
+12.71%
YTD
+22.47%
1 Year
+28.96%
3 Years (annualized)
+24.45%
5 Years (annualized)
+11.12%
10 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLVRX 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)
+22.47%
Peer Avg (YTD)
+12.44%
vs Peers
+10.04%

CLVRX Mutual Fund Performance

CLVRX performance across multiple time periods: 1-month 5.50%, YTD 22.47%, 1-year 28.96%, 3-year 24.45%, 5-year 11.12%, 10-year 12.21%.

CLVRX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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