CDVZX Mutual Fund

CDVZX Mutual Fund

NAV$21.58
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Returns Overview

1 Month
+3.29%
3 Months
+1.65%
6 Months
+8.77%
YTD
+19.03%
1 Year
+23.49%
3 Years (annualized)
+22.66%
5 Years (annualized)
+12.21%
10 Years (annualized)
+13.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CDVZX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.03%
Peer Avg (YTD)
+14.61%
vs Peers
+4.41%

CDVZX Mutual Fund Performance

CDVZX performance across multiple time periods: 1-month 3.29%, YTD 19.03%, 1-year 23.49%, 3-year 22.66%, 5-year 12.21%, 10-year 13.43%.

CDVZX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

CDVZX vs another fund shows side-by-side returns. CDVZX alternatives are available in the Mutual Fund Screener.