CVFCX Mutual Fund

CVFCX Mutual Fund

NAV$18.87
See how much of CVFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.75%
3 Months
+2.79%
6 Months
+9.20%
YTD
+14.39%
1 Year
+18.98%
3 Years (annualized)
+16.31%
5 Years (annualized)
+0.75%
10 Years (annualized)
+3.52%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.39%
Peer Avg (YTD)
+12.44%
vs Peers
+1.95%

CVFCX Mutual Fund Performance

CVFCX performance across multiple time periods: 1-month 5.75%, YTD 14.39%, 1-year 18.98%, 3-year 16.31%, 5-year 0.75%, 10-year 3.52%.

CVFCX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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