CVACX Mutual Fund

NAV$19.74

Returns Overview

1 Month
-0.11%
3 Months
+14.11%
6 Months
+5.03%
YTD
+5.03%
1 Year
+12.69%
3 Years (annualized)
+16.85%
5 Years (annualized)
+12.64%
10 Years (annualized)
+14.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVACX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.03%
Peer Avg (YTD)
+9.51%
vs Peers
-4.48%

CVACX Mutual Fund Performance

CVACX performance across multiple time periods: 1-month -0.11%, YTD 5.03%, 1-year 12.69%, 3-year 16.85%, 5-year 12.64%, 10-year 14.32%.

CVACX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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