CRLVX Mutual Fund

CRLVX Mutual Fund

NAV$12.59
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Returns Overview

1 Month
-1.90%
3 Months
+4.50%
6 Months
+5.63%
YTD
+11.10%
1 Year
+19.30%
3 Years (annualized)
+14.73%
5 Years (annualized)
+7.02%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRLVX 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 All Country World Ex-USA Index
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+9.42%
vs Peers
+1.68%

CRLVX Mutual Fund Performance

CRLVX performance across multiple time periods: 1-month -1.90%, YTD 11.10%, 1-year 19.30%, 3-year 14.73%, 5-year 7.02%, 10-year 10.41%.

CRLVX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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