CVLFX Mutual Fund

NAV$18.87

Returns Overview

1 Month
+5.11%
3 Months
+13.99%
6 Months
+17.19%
YTD
+15.78%
1 Year
+29.25%
3 Years (annualized)
+14.21%
5 Years (annualized)
+8.47%
10 Years (annualized)
+9.55%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+15.78%
Peer Avg (YTD)
+9.51%
vs Peers
+6.27%

CVLFX Mutual Fund Performance

CVLFX performance across multiple time periods: 1-month 5.11%, YTD 15.78%, 1-year 29.25%, 3-year 14.21%, 5-year 8.47%, 10-year 9.55%.

CVLFX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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