CVY ETF

$28.98

Returns Overview

1 Month
+2.05%
3 Months
+2.13%
6 Months
+10.19%
YTD
+8.34%
1 Year
+10.34%
3 Years
+10.54%
5 Years
+10.60%
10 Years
+9.06%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CVY 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

+2.05%

3 Months Performance

+2.13%

6 Months Performance

+10.19%

1 Year Performance

+10.34%

Benchmark & Peers

Benchmark
Zacks Multi-Asset Income Index(^ZAXYH)
This ETF (YTD)
+8.34%
Peer Avg (YTD)
+0.79%
vs Peers
+7.54%

CVY ETF Performance

CVY performance across multiple time periods: 1-month 2.05%, YTD 8.34%, 1-year 10.34%, 3-year 10.54%, 5-year 10.60%, 10-year 9.06%.

CVY returns outperform the peer average of 0.79% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this ETF.

CVY performance comparison shows side-by-side returns with another fund. CVY alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.05%Apr 27, 2026 to May 26, 2026
3 Months+2.13%Feb 26, 2026 to May 26, 2026
6 Months+10.19%Nov 26, 2025 to May 26, 2026
1 Year+10.34%N/A
3 Years+10.54%N/A
5 Years+10.60%N/A

All returns shown are total returns, not annualized