CVCFX Mutual Fund

CVCFX Mutual Fund

NAV$18.34
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Returns Overview

1 Month
+5.68%
3 Months
+2.59%
6 Months
+8.77%
YTD
+13.65%
1 Year
+18.06%
3 Years (annualized)
+15.91%
5 Years (annualized)
+0.41%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVCFX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.65%
Peer Avg (YTD)
+12.44%
vs Peers
+1.22%

CVCFX Mutual Fund Performance

CVCFX performance across multiple time periods: 1-month 5.68%, YTD 13.65%, 1-year 18.06%, 3-year 15.91%, 5-year 0.41%, 10-year 3.37%.

CVCFX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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