CVFCX Mutual Fund

NAV$18.49

Returns Overview

1 Month
+0.11%
3 Months
+5.67%
6 Months
+7.62%
YTD
+6.77%
1 Year
+18.58%
3 Years (annualized)
+14.76%
5 Years (annualized)
+14.41%
10 Years (annualized)
+13.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVFCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+9.49%
vs Peers
-2.72%

CVFCX Mutual Fund Performance

CVFCX performance across multiple time periods: 1-month 0.11%, YTD 6.77%, 1-year 18.58%, 3-year 14.76%, 5-year 14.41%, 10-year 13.83%.

CVFCX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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