CVTCX Mutual Fund

CVTCX Mutual Fund

NAV$60.01
See how much of CVTCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.91%
3 Months
+0.36%
6 Months
+10.64%
YTD
+10.95%
1 Year
+18.16%
3 Years (annualized)
+17.74%
5 Years (annualized)
+9.38%
10 Years (annualized)
+11.98%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA All US Convertibles EX Mandatory Index
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+7.17%
vs Peers
+3.78%

CVTCX Mutual Fund Performance

CVTCX performance across multiple time periods: 1-month 1.91%, YTD 10.95%, 1-year 18.16%, 3-year 17.74%, 5-year 9.38%, 10-year 11.98%.

CVTCX returns outperform the peer average of 7.17% 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.