CLVRX Mutual Fund

NAV$42.29

Returns Overview

1 Month
+1.95%
3 Months
+14.02%
6 Months
+19.80%
YTD
+22.15%
1 Year
+31.90%
3 Years (annualized)
+20.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLVRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+22.15%
Peer Avg (YTD)
+9.49%
vs Peers
+12.67%

CLVRX Mutual Fund Performance

CLVRX performance across multiple time periods: 1-month 1.95%, YTD 22.15%, 1-year 31.90%, 3-year 20.11%.

CLVRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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