CVCFX Mutual Fund

NAV$17.92

Returns Overview

1 Month
+4.31%
3 Months
+8.47%
6 Months
+10.41%
YTD
+11.72%
1 Year
+17.65%
3 Years (annualized)
+13.91%
5 Years (annualized)
+13.66%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVCFX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.72%
Peer Avg (YTD)
+9.49%
vs Peers
+2.23%

CVCFX Mutual Fund Performance

CVCFX performance across multiple time periods: 1-month 4.31%, YTD 11.72%, 1-year 17.65%, 3-year 13.91%, 5-year 13.66%, 10-year 13.50%.

CVCFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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