CVLOX Mutual Fund

CVLOX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
-4.04%
3 Months
+1.38%
6 Months
+7.38%
YTD
+12.82%
1 Year
+17.53%
3 Years (annualized)
+18.03%
5 Years (annualized)
+8.64%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVLOX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.82%
Peer Avg (YTD)
+5.54%
vs Peers
+7.28%

CVLOX Mutual Fund Performance

CVLOX performance across multiple time periods: 1-month -4.04%, YTD 12.82%, 1-year 17.53%, 3-year 18.03%, 5-year 8.64%, 10-year 10.64%.

CVLOX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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