CVTCX Mutual Fund

NAV$59.56

Returns Overview

1 Month
-0.24%
3 Months
+15.42%
6 Months
+10.79%
YTD
+10.29%
1 Year
+21.64%
3 Years (annualized)
+16.38%
5 Years (annualized)
+10.33%
10 Years (annualized)
+12.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVTCX 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
ICE BofA All US Convertibles EX Mandatory Index
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+6.73%
vs Peers
+3.57%

CVTCX Mutual Fund Performance

CVTCX performance across multiple time periods: 1-month -0.24%, YTD 10.29%, 1-year 21.64%, 3-year 16.38%, 5-year 10.33%, 10-year 12.65%.

CVTCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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