CVSCX Mutual Fund

CVSCX Mutual Fund

NAV$16.57
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Returns Overview

1 Month
+0.55%
3 Months
+1.50%
6 Months
+2.51%
YTD
+3.02%
1 Year
+5.48%
3 Years (annualized)
+5.88%
5 Years (annualized)
+3.88%
10 Years (annualized)
+3.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVSCX 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
Bloomberg Short Treasury 1-3 Month Index
This Mutual Fund (YTD)
+3.02%
Peer Avg (YTD)
+2.39%
vs Peers
+0.63%

CVSCX Mutual Fund Performance

CVSCX performance across multiple time periods: 1-month 0.55%, YTD 3.02%, 1-year 5.48%, 3-year 5.88%, 5-year 3.88%, 10-year 3.74%.

CVSCX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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