CVAPX Mutual Fund

NAV$62.56

Returns Overview

1 Month
+8.14%
3 Months
-1.04%
6 Months
-14.14%
YTD
+1.08%
1 Year
+13.53%
3 Years (annualized)
+15.49%
5 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVAPX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
-2.69%
vs Peers
+3.77%

CVAPX Mutual Fund Performance

CVAPX performance across multiple time periods: 1-month 8.14%, YTD 1.08%, 1-year 13.53%, 3-year 15.49%, 5-year 10.68%.

CVAPX returns outperform the peer average of -2.69% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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