CVLVX Mutual Fund

NAV$18.89
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Returns Overview

1 Month
+5.22%
3 Months
+14.32%
6 Months
+17.81%
YTD
+16.31%
1 Year
+30.57%
3 Years (annualized)
+15.32%
5 Years (annualized)
+9.53%
10 Years (annualized)
+10.58%

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

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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)
+16.31%
Peer Avg (YTD)
+9.51%
vs Peers
+6.81%

CVLVX Mutual Fund Performance

CVLVX performance across multiple time periods: 1-month 5.22%, YTD 16.31%, 1-year 30.57%, 3-year 15.32%, 5-year 9.53%, 10-year 10.58%.

CVLVX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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