CVLEX Mutual Fund

CVLEX Mutual Fund

NAV$18.98
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Returns Overview

1 Month
+1.69%
3 Months
+9.75%
6 Months
+14.85%
YTD
+19.70%
1 Year
+31.23%
3 Years (annualized)
+16.28%
5 Years (annualized)
+9.27%
10 Years (annualized)
+10.22%

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)
+19.70%
Peer Avg (YTD)
+9.41%
vs Peers
+10.29%

CVLEX Mutual Fund Performance

CVLEX performance across multiple time periods: 1-month 1.69%, YTD 19.70%, 1-year 31.23%, 3-year 16.28%, 5-year 9.27%, 10-year 10.22%.

CVLEX returns outperform the peer average of 9.41% 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.