CVGRX Mutual Fund

NAV$51.92

Returns Overview

1 Month
-2.17%
3 Months
+20.01%
6 Months
+7.95%
YTD
+8.09%
1 Year
+17.58%
3 Years (annualized)
+23.84%
5 Years (annualized)
+14.37%
10 Years (annualized)
+21.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVGRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.09%
Peer Avg (YTD)
+8.97%
vs Peers
-0.88%

CVGRX Mutual Fund Performance

CVGRX performance across multiple time periods: 1-month -2.17%, YTD 8.09%, 1-year 17.58%, 3-year 23.84%, 5-year 14.37%, 10-year 21.96%.

CVGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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