CVLEX Mutual Fund

NAV$18.94

Returns Overview

1 Month
+5.19%
3 Months
+14.23%
6 Months
+17.71%
YTD
+16.22%
1 Year
+30.28%
3 Years (annualized)
+15.03%
5 Years (annualized)
+9.26%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVLEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+16.22%
Peer Avg (YTD)
+9.51%
vs Peers
+6.71%

CVLEX Mutual Fund Performance

CVLEX performance across multiple time periods: 1-month 5.19%, YTD 16.22%, 1-year 30.28%, 3-year 15.03%, 5-year 9.26%, 10-year 10.30%.

CVLEX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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