CRVRX Mutual Fund

NAV$9.18

Returns Overview

1 Month
+1.46%
3 Months
+10.49%
6 Months
+15.67%
YTD
+15.53%
1 Year
+14.90%
3 Years (annualized)
+8.06%
5 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRVRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
CBRE Real Estate Tiered Index
This Mutual Fund (YTD)
+15.53%
Peer Avg (YTD)
+11.24%
vs Peers
+4.28%

CRVRX Mutual Fund Performance

CRVRX performance across multiple time periods: 1-month 1.46%, YTD 15.53%, 1-year 14.90%, 3-year 8.06%, 5-year 2.79%.

CRVRX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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