CVGCX Mutual Fund

NAV$11.96

Returns Overview

1 Month
-5.30%
3 Months
-1.56%
6 Months
+0.34%
YTD
+0.67%
1 Year
+16.74%
3 Years (annualized)
+27.04%
5 Years (annualized)
+18.40%
10 Years (annualized)
+26.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVGCX 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)
+0.67%
Peer Avg (YTD)
+8.97%
vs Peers
-8.30%

CVGCX Mutual Fund Performance

CVGCX performance across multiple time periods: 1-month -5.30%, YTD 0.67%, 1-year 16.74%, 3-year 27.04%, 5-year 18.40%, 10-year 26.93%.

CVGCX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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