CVLEX Mutual Fund

CVLEX Mutual Fund

NAV$18.06
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Returns Overview

1 Month
+0.65%
3 Months
+7.67%
6 Months
+11.55%
YTD
+20.48%
1 Year
+27.57%
3 Years (annualized)
+16.14%
5 Years (annualized)
+8.87%
10 Years (annualized)
+10.28%

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
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📉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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+20.48%
Peer Avg (YTD)
+11.21%
vs Peers
+9.27%

CVLEX Mutual Fund Performance

CVLEX performance across multiple time periods: 1-month 0.65%, YTD 20.48%, 1-year 27.57%, 3-year 16.14%, 5-year 8.87%, 10-year 10.28%.

CVLEX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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