CVY ETF

$30.55

Returns Overview

1 Month
+5.42%
3 Months
+8.71%
6 Months
+12.40%
YTD
+15.95%
1 Year
+15.34%
3 Years (annualized)
+14.61%
5 Years (annualized)
+7.57%
10 Years (annualized)
+8.58%

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

+5.42%

3 Months Performance

+8.71%

6 Months Performance

+12.40%

1 Year Performance

+15.34%

Benchmark & Peers

Benchmark
Zacks Multi-Asset Income Index(^ZAXYH)
This ETF (YTD)
+15.95%
Peer Avg (YTD)
+5.87%
vs Peers
+10.08%

CVY ETF Performance

CVY performance across multiple time periods: 1-month 5.42%, YTD 15.95%, 1-year 15.34%, 3-year 14.61%, 5-year 7.57%, 10-year 8.58%.

CVY returns outperform the peer average of 5.87% 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+5.42%Jun 29, 2026 to Jul 28, 2026
3 Months+8.71%Apr 28, 2026 to Jul 28, 2026
6 Months+12.40%Jan 28, 2026 to Jul 28, 2026
1 Year+15.34%N/A
3 Years+14.61%N/A
5 Years+7.57%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized