CVLOX Mutual Fund

CVLOX Mutual Fund

NAV$13.82
See how much of CVLOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.21%
3 Months
-2.56%
6 Months
-1.22%
YTD
+9.92%
1 Year
+6.93%
3 Years (annualized)
+20.41%
5 Years (annualized)
+6.86%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVLOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.92%
Peer Avg (YTD)
+5.28%
vs Peers
+4.64%

CVLOX Mutual Fund Performance

CVLOX performance across multiple time periods: 1-month -4.21%, YTD 9.92%, 1-year 6.93%, 3-year 20.41%, 5-year 6.86%, 10-year 10.51%.

CVLOX returns outperform the peer average of 5.28% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

CVLOX vs another fund shows side-by-side returns. CVLOX alternatives are available in the Mutual Fund Screener.