CVLOX Mutual Fund

NAV$14.72

Returns Overview

1 Month
-0.22%
3 Months
+17.57%
6 Months
+17.57%
YTD
+15.94%
1 Year
+23.86%
3 Years (annualized)
+20.44%
5 Years (annualized)
+9.76%
10 Years (annualized)
+11.50%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+15.94%
Peer Avg (YTD)
+5.87%
vs Peers
+10.08%

CVLOX Mutual Fund Performance

CVLOX performance across multiple time periods: 1-month -0.22%, YTD 15.94%, 1-year 23.86%, 3-year 20.44%, 5-year 9.76%, 10-year 11.50%.

CVLOX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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