CVLFX Mutual Fund

CVLFX Mutual Fund

NAV$18.16
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Returns Overview

1 Month
-4.75%
3 Months
-2.60%
6 Months
+11.03%
YTD
+12.77%
1 Year
+17.81%
3 Years (annualized)
+16.93%
5 Years (annualized)
+8.98%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVLFX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+12.77%
Peer Avg (YTD)
+9.98%
vs Peers
+2.78%

CVLFX Mutual Fund Performance

CVLFX performance across multiple time periods: 1-month -4.75%, YTD 12.77%, 1-year 17.81%, 3-year 16.93%, 5-year 8.98%, 10-year 10.01%.

CVLFX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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