CVY ETF

$27.73

Returns Overview

1 Month
+4.33%
3 Months
+6.55%
6 Months
+8.50%
YTD
+3.56%
1 Year
+10.34%
3 Years
+10.54%
5 Years
+10.60%
10 Years
+9.06%

Risk Metrics (5-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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

+4.33%

3 Months Performance

+6.55%

6 Months Performance

+8.50%

1 Year Performance

+10.34%

Benchmark & Peers

Benchmark
Zacks Multi-Asset Income Index(^ZAXYH)
This ETF (YTD)
+3.56%
Peer Avg (YTD)
+0.79%
vs Peers
+2.77%

CVY ETF Performance

CVY performance across multiple time periods: 1-month 4.33%, YTD 3.56%, 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

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.33%N/A
3 Months+6.55%N/A
6 Months+8.50%N/A
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