CVAAX Mutual Fund

CVAAX Mutual Fund

NAV$25.16
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Returns Overview

1 Month
+1.60%
3 Months
+1.47%
6 Months
+10.13%
YTD
+7.04%
1 Year
+10.93%
3 Years (annualized)
+17.86%
5 Years (annualized)
+10.14%
10 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVAAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.04%
Peer Avg (YTD)
+11.21%
vs Peers
-4.17%

CVAAX Mutual Fund Performance

CVAAX performance across multiple time periods: 1-month 1.60%, YTD 7.04%, 1-year 10.93%, 3-year 17.86%, 5-year 10.14%, 10-year 12.71%.

CVAAX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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