CVRFX Mutual Fund

CVRFX Mutual Fund

NAV$14.42
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Returns Overview

1 Year
+1.34%
3 Years (annualized)
+5.70%
5 Years (annualized)
+9.95%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVRFX 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 Value Index(RLV)

CVRFX Mutual Fund Performance

CVRFX performance across multiple time periods: 1-year 1.34%, 3-year 5.70%, 5-year 9.95%, 10-year 11.65%.

CVRFX returns can be compared against peers and benchmarks. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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