CVFYX Mutual Fund

CVFYX Mutual Fund

NAV$18.01
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Returns Overview

1 Month
+2.86%
3 Months
+7.45%
6 Months
+9.17%
YTD
+14.69%
1 Year
+21.34%
3 Years (annualized)
+16.84%
5 Years (annualized)
+9.51%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVFYX 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)
+14.69%
Peer Avg (YTD)
+12.44%
vs Peers
+2.25%

CVFYX Mutual Fund Performance

CVFYX performance across multiple time periods: 1-month 2.86%, YTD 14.69%, 1-year 21.34%, 3-year 16.84%, 5-year 9.51%, 10-year 11.48%.

CVFYX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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