CVFCX Mutual Fund

CVFCX Mutual Fund

NAV$18.93
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Returns Overview

1 Month
+4.23%
3 Months
+6.23%
6 Months
+8.37%
YTD
+11.28%
1 Year
+22.81%
3 Years (annualized)
+13.12%
5 Years (annualized)
+9.46%
10 Years (annualized)
+11.11%

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
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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)
+11.28%
Peer Avg (YTD)
+11.41%
vs Peers
-0.13%

CVFCX Mutual Fund Performance

CVFCX performance across multiple time periods: 1-month 4.23%, YTD 11.28%, 1-year 22.81%, 3-year 13.12%, 5-year 9.46%, 10-year 11.11%.

CVFCX returns trail the peer average of 11.41% 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.