CVLCX Mutual Fund

CVLCX Mutual Fund

NAV$11.91
See how much of CVLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.38%
3 Months
-3.05%
6 Months
+7.19%
YTD
+13.93%
1 Year
+17.84%
3 Years (annualized)
+18.34%
5 Years (annualized)
+7.43%
10 Years (annualized)
+10.03%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.93%
Peer Avg (YTD)
+6.28%
vs Peers
+7.65%

CVLCX Mutual Fund Performance

CVLCX performance across multiple time periods: 1-month 1.38%, YTD 13.93%, 1-year 17.84%, 3-year 18.34%, 5-year 7.43%, 10-year 10.03%.

CVLCX returns outperform the peer average of 6.28% 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.