CVFYX Mutual Fund

NAV$18.91
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.17%
3 Months
+5.78%
6 Months
+7.83%
YTD
+6.92%
1 Year
+18.97%
3 Years (annualized)
+14.82%
5 Years (annualized)
+8.69%
10 Years (annualized)
+11.11%

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
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)
+6.92%
Peer Avg (YTD)
+9.49%
vs Peers
-2.57%

CVFYX Mutual Fund Performance

CVFYX performance across multiple time periods: 1-month 0.17%, YTD 6.92%, 1-year 18.97%, 3-year 14.82%, 5-year 8.69%, 10-year 11.11%.

CVFYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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