CVRDX Mutual Fund

CVRDX Mutual Fund

NAV$15.01
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Returns Overview

1 Month
+0.68%
3 Months
+1.02%
6 Months
+6.02%
YTD
+7.09%
1 Year
+10.74%
3 Years (annualized)
+13.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVRDX 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)
+7.09%
Peer Avg (YTD)
+11.21%
vs Peers
-4.12%

CVRDX Mutual Fund Performance

CVRDX performance across multiple time periods: 1-month 0.68%, YTD 7.09%, 1-year 10.74%, 3-year 13.47%.

CVRDX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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