CVLVX Mutual Fund

CVLVX Mutual Fund

NAV$18.73
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Returns Overview

1 Month
+1.76%
3 Months
+9.86%
6 Months
+15.07%
YTD
+19.88%
1 Year
+31.60%
3 Years (annualized)
+16.60%
5 Years (annualized)
+10.51%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVLVX 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)
+19.88%
Peer Avg (YTD)
+9.41%
vs Peers
+10.47%

CVLVX Mutual Fund Performance

CVLVX performance across multiple time periods: 1-month 1.76%, YTD 19.88%, 1-year 31.60%, 3-year 16.60%, 5-year 10.51%, 10-year 11.10%.

CVLVX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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