CVERX Mutual Fund

NAV$19.45

Returns Overview

1 Month
+6.39%
3 Months
+15.88%
6 Months
+24.02%
YTD
+22.28%
1 Year
+37.15%
3 Years (annualized)
+19.07%
5 Years (annualized)
+12.38%
10 Years (annualized)
+13.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVERX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+22.28%
Peer Avg (YTD)
+10.82%
vs Peers
+11.46%

CVERX Mutual Fund Performance

CVERX performance across multiple time periods: 1-month 6.39%, YTD 22.28%, 1-year 37.15%, 3-year 19.07%, 5-year 12.38%, 10-year 13.39%.

CVERX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

CVERX performance comparison shows side-by-side returns with another fund. CVERX alternatives are available in the Mutual Fund Screener.