CVSOX Mutual Fund

NAV$16.28

Returns Overview

1 Month
+0.30%
3 Months
+2.73%
6 Months
+3.07%
YTD
+3.07%
1 Year
+6.79%
3 Years (annualized)
+6.95%
5 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVSOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Short Treasury 1-3 Month Index
This Mutual Fund (YTD)
+3.07%
Peer Avg (YTD)
+3.47%
vs Peers
-0.41%

CVSOX Mutual Fund Performance

CVSOX performance across multiple time periods: 1-month 0.30%, YTD 3.07%, 1-year 6.79%, 3-year 6.95%, 5-year 4.92%.

CVSOX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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