CVACX Mutual Fund

CVACX Mutual Fund

NAV$19.25
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Returns Overview

1 Month
-0.11%
3 Months
+3.21%
6 Months
+5.04%
YTD
+4.92%
1 Year
+10.67%
3 Years (annualized)
+15.76%
5 Years (annualized)
+9.56%
10 Years (annualized)
+11.77%

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)
+4.92%
Peer Avg (YTD)
+9.41%
vs Peers
-4.49%

CVACX Mutual Fund Performance

CVACX performance across multiple time periods: 1-month -0.11%, YTD 4.92%, 1-year 10.67%, 3-year 15.76%, 5-year 9.56%, 10-year 11.77%.

CVACX returns trail the peer average of 9.41% 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.