CVAPX Mutual Fund

CVAPX Mutual Fund

NAV$62.56
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Returns Overview

1 Month
-5.46%
3 Months
-3.77%
6 Months
-2.88%
YTD
-4.02%
1 Year
+13.53%
3 Years (annualized)
+15.49%
5 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVAPX 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 Index(SPX)
This Mutual Fund (YTD)
-4.02%
Peer Avg (YTD)
-2.69%
vs Peers
-1.33%

CVAPX Mutual Fund Performance

CVAPX performance across multiple time periods: 1-month -5.46%, YTD -4.02%, 1-year 13.53%, 3-year 15.49%, 5-year 10.68%.

CVAPX returns trail the peer average of -2.69% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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