CVLCX Mutual Fund

CVLCX Mutual Fund

NAV$11.84
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Returns Overview

1 Month
-4.05%
3 Months
+1.22%
6 Months
+7.00%
YTD
+12.38%
1 Year
+16.76%
3 Years (annualized)
+17.16%
5 Years (annualized)
+7.84%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVLCX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.38%
Peer Avg (YTD)
+5.54%
vs Peers
+6.84%

CVLCX Mutual Fund Performance

CVLCX performance across multiple time periods: 1-month -4.05%, YTD 12.38%, 1-year 16.76%, 3-year 17.16%, 5-year 7.84%, 10-year 9.81%.

CVLCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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