CVGRX Mutual Fund

CVGRX Mutual Fund

NAV$50.96
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Returns Overview

1 Month
-2.10%
3 Months
+2.17%
6 Months
+6.41%
YTD
+5.82%
1 Year
+12.04%
3 Years (annualized)
+19.57%
5 Years (annualized)
+9.78%
10 Years (annualized)
+14.10%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.82%
Peer Avg (YTD)
+6.23%
vs Peers
-0.41%

CVGRX Mutual Fund Performance

CVGRX performance across multiple time periods: 1-month -2.10%, YTD 5.82%, 1-year 12.04%, 3-year 19.57%, 5-year 9.78%, 10-year 14.10%.

CVGRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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