CVAAX Mutual Fund

CVAAX Mutual Fund

NAV$24.91
See how much of CVAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.08%
3 Months
+3.39%
6 Months
+5.40%
YTD
+5.35%
1 Year
+11.45%
3 Years (annualized)
+16.64%
5 Years (annualized)
+10.38%
10 Years (annualized)
+12.61%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+9.41%
vs Peers
-4.06%

CVAAX Mutual Fund Performance

CVAAX performance across multiple time periods: 1-month -0.08%, YTD 5.35%, 1-year 11.45%, 3-year 16.64%, 5-year 10.38%, 10-year 12.61%.

CVAAX returns trail the peer average of 9.41% 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.