CVQZX Mutual Fund

CVQZX Mutual Fund

NAV$10.72
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Returns Overview

1 Month
+2.40%
3 Months
+8.83%
6 Months
+17.98%
YTD
+25.17%
1 Year
+32.89%
3 Years (annualized)
+21.05%
5 Years (annualized)
+13.65%
10 Years (annualized)
+12.66%

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
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📉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)
+25.17%
Peer Avg (YTD)
+12.44%
vs Peers
+12.73%

CVQZX Mutual Fund Performance

CVQZX performance across multiple time periods: 1-month 2.40%, YTD 25.17%, 1-year 32.89%, 3-year 21.05%, 5-year 13.65%, 10-year 12.66%.

CVQZX returns outperform the peer average of 12.44% 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.