CVSCX Mutual Fund

NAV$16.45

Returns Overview

1 Month
+0.30%
3 Months
+1.23%
6 Months
+2.30%
YTD
+2.75%
1 Year
+5.57%
3 Years (annualized)
+5.82%
5 Years (annualized)
+3.81%
10 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVSCX 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
Bloomberg Short Treasury 1-3 Month Index
This Mutual Fund (YTD)
+2.75%
Peer Avg (YTD)
+3.47%
vs Peers
-0.73%

CVSCX Mutual Fund Performance

CVSCX performance across multiple time periods: 1-month 0.30%, YTD 2.75%, 1-year 5.57%, 3-year 5.82%, 5-year 3.81%, 10-year 3.80%.

CVSCX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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