CVACX Mutual Fund

CVACX Mutual Fund

NAV$19.27
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Returns Overview

3 Months
+1.42%
6 Months
+15.74%
YTD
+6.52%
1 Year
+8.12%
3 Years (annualized)
+16.97%
5 Years (annualized)
+9.32%
10 Years (annualized)
+11.87%

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
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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)
+6.52%
Peer Avg (YTD)
+9.98%
vs Peers
-3.46%

CVACX Mutual Fund Performance

CVACX performance across multiple time periods: YTD 6.52%, 1-year 8.12%, 3-year 16.97%, 5-year 9.32%, 10-year 11.87%.

CVACX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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