CVSOX Mutual Fund

CVSOX Mutual Fund

NAV$16.29
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Returns Overview

1 Month
+0.55%
3 Months
+1.49%
6 Months
+3.42%
YTD
+4.28%
1 Year
+6.60%
3 Years (annualized)
+7.11%
5 Years (annualized)
+4.99%
10 Years (annualized)
+4.74%

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
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📉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)
+4.28%
Peer Avg (YTD)
+4.75%
vs Peers
-0.47%

CVSOX Mutual Fund Performance

CVSOX performance across multiple time periods: 1-month 0.55%, YTD 4.28%, 1-year 6.60%, 3-year 7.11%, 5-year 4.99%, 10-year 4.74%.

CVSOX returns trail the peer average of 4.75% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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