CVKFX Mutual Fund

NAV$18.92
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Returns Overview

1 Month
+0.17%
3 Months
+5.77%
6 Months
+7.83%
YTD
+6.98%
1 Year
+18.96%
3 Years (annualized)
+15.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVKFX 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

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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+9.49%
vs Peers
-2.51%

CVKFX Mutual Fund Performance

CVKFX performance across multiple time periods: 1-month 0.17%, YTD 6.98%, 1-year 18.96%, 3-year 15.14%.

CVKFX 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.

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