CVTCX Mutual Fund

CVTCX Mutual Fund

NAV$58.33
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Returns Overview

1 Month
-1.29%
3 Months
+3.42%
6 Months
+7.34%
YTD
+8.87%
1 Year
+17.64%
3 Years (annualized)
+16.32%
5 Years (annualized)
+9.43%
10 Years (annualized)
+11.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVTCX 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
ICE BofA All US Convertibles EX Mandatory Index
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+6.57%
vs Peers
+2.30%

CVTCX Mutual Fund Performance

CVTCX performance across multiple time periods: 1-month -1.29%, YTD 8.87%, 1-year 17.64%, 3-year 16.32%, 5-year 9.43%, 10-year 11.81%.

CVTCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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