CVAIX Mutual Fund

CVAIX Mutual Fund

NAV$26.10
See how much of CVAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.04%
3 Months
+3.46%
6 Months
+5.54%
YTD
+5.54%
1 Year
+11.76%
3 Years (annualized)
+16.95%
5 Years (annualized)
+10.34%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVAIX 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)
+5.54%
Peer Avg (YTD)
+9.41%
vs Peers
-3.87%

CVAIX Mutual Fund Performance

CVAIX performance across multiple time periods: 1-month -0.04%, YTD 5.54%, 1-year 11.76%, 3-year 16.95%, 5-year 10.34%, 10-year 13.22%.

CVAIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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