CVRDX Mutual Fund

CVRDX Mutual Fund

NAV$14.43
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Returns Overview

1 Month
-0.74%
3 Months
+0.75%
6 Months
+9.06%
YTD
+6.30%
1 Year
+7.91%
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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.30%
Peer Avg (YTD)
+9.98%
vs Peers
-3.69%

CVRDX Mutual Fund Performance

CVRDX performance across multiple time periods: 1-month -0.74%, YTD 6.30%, 1-year 7.91%, 3-year 13.47%.

CVRDX returns trail the peer average of 9.98% 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.