CVKFX Mutual Fund

CVKFX Mutual Fund

NAV$19.15
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Returns Overview

1 Month
+4.22%
3 Months
+6.31%
6 Months
+8.56%
YTD
+11.50%
1 Year
+23.13%
3 Years (annualized)
+13.51%
5 Years (annualized)
+9.81%
10 Years (annualized)
+11.29%

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
PROUpgrade to run
🏦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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.50%
Peer Avg (YTD)
+11.41%
vs Peers
+0.09%

CVKFX Mutual Fund Performance

CVKFX performance across multiple time periods: 1-month 4.22%, YTD 11.50%, 1-year 23.13%, 3-year 13.51%, 5-year 9.81%, 10-year 11.29%.

CVKFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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