CVQZX Mutual Fund

NAV$11.05

Returns Overview

1 Month
+0.69%
3 Months
+14.00%
6 Months
+16.59%
YTD
+15.80%
1 Year
+28.59%
3 Years (annualized)
+18.64%
5 Years (annualized)
+13.03%
10 Years (annualized)
+12.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVQZX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+15.80%
Peer Avg (YTD)
+9.49%
vs Peers
+6.31%

CVQZX Mutual Fund Performance

CVQZX performance across multiple time periods: 1-month 0.69%, YTD 15.80%, 1-year 28.59%, 3-year 18.64%, 5-year 13.03%, 10-year 12.33%.

CVQZX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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