CVSIX Mutual Fund

CVSIX Mutual Fund

NAV$16.55
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Returns Overview

1 Month
+0.61%
3 Months
+1.70%
6 Months
+2.84%
YTD
+3.48%
1 Year
+6.31%
3 Years (annualized)
+6.67%
5 Years (annualized)
+4.65%
10 Years (annualized)
+4.53%

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
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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)
+3.48%
Peer Avg (YTD)
+2.39%
vs Peers
+1.10%

CVSIX Mutual Fund Performance

CVSIX performance across multiple time periods: 1-month 0.61%, YTD 3.48%, 1-year 6.31%, 3-year 6.67%, 5-year 4.65%, 10-year 4.53%.

CVSIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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