CVSIX Mutual Fund

NAV$16.50

Returns Overview

1 Month
+0.28%
3 Months
+2.67%
6 Months
+2.92%
YTD
+2.86%
1 Year
+6.41%
3 Years (annualized)
+6.62%
5 Years (annualized)
+4.65%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVSIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Short Treasury 1-3 Month Index
This Mutual Fund (YTD)
+2.86%
Peer Avg (YTD)
+3.47%
vs Peers
-0.62%

CVSIX Mutual Fund Performance

CVSIX performance across multiple time periods: 1-month 0.28%, YTD 2.86%, 1-year 6.41%, 3-year 6.62%, 5-year 4.65%, 10-year 4.56%.

CVSIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

CVSIX performance comparison shows side-by-side returns with another fund. CVSIX alternatives are available in the Mutual Fund Screener.