CVAAX Mutual Fund

NAV$25.39

Returns Overview

1 Month
-0.04%
3 Months
+14.33%
6 Months
+5.44%
YTD
+5.44%
1 Year
+13.56%
3 Years (annualized)
+17.74%
5 Years (annualized)
+13.11%
10 Years (annualized)
+14.52%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.44%
Peer Avg (YTD)
+9.51%
vs Peers
-4.07%

CVAAX Mutual Fund Performance

CVAAX performance across multiple time periods: 1-month -0.04%, YTD 5.44%, 1-year 13.56%, 3-year 17.74%, 5-year 13.11%, 10-year 14.52%.

CVAAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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