CVTRX Mutual Fund

NAV$60.31

Returns Overview

1 Month
-0.19%
3 Months
+15.63%
6 Months
+11.20%
YTD
+10.70%
1 Year
+22.54%
3 Years (annualized)
+17.25%
5 Years (annualized)
+10.09%
10 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVTRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA All US Convertibles EX Mandatory Index
This Mutual Fund (YTD)
+10.70%
Peer Avg (YTD)
+6.73%
vs Peers
+3.97%

CVTRX Mutual Fund Performance

CVTRX performance across multiple time periods: 1-month -0.19%, YTD 10.70%, 1-year 22.54%, 3-year 17.25%, 5-year 10.09%, 10-year 13.32%.

CVTRX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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