CVQZX Mutual Fund

CVQZX Mutual Fund

NAV$11.09
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Returns Overview

1 Month
+5.56%
3 Months
+10.51%
6 Months
+19.54%
YTD
+22.23%
1 Year
+34.98%
3 Years (annualized)
+19.25%
5 Years (annualized)
+13.82%
10 Years (annualized)
+12.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVQZX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+22.23%
Peer Avg (YTD)
+11.41%
vs Peers
+10.82%

CVQZX Mutual Fund Performance

CVQZX performance across multiple time periods: 1-month 5.56%, YTD 22.23%, 1-year 34.98%, 3-year 19.25%, 5-year 13.82%, 10-year 12.45%.

CVQZX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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