CVGXX Mutual Fund

CVGXX Mutual Fund

See how much of CVGXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.31%
3 Months
+0.68%
6 Months
+1.58%
YTD
+2.18%
1 Year
+3.55%
3 Years (annualized)
+1.89%
5 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVGXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+2.25%
vs Peers
-0.07%

CVGXX Mutual Fund Performance

CVGXX performance across multiple time periods: 1-month 0.31%, YTD 2.18%, 1-year 3.55%, 3-year 1.89%, 5-year 1.13%.

CVGXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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