CLVRX Mutual Fund

CLVRX Mutual Fund

NAV$40.82
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Returns Overview

1 Month
-5.26%
3 Months
-2.52%
6 Months
+16.87%
YTD
+16.09%
1 Year
+21.93%
3 Years (annualized)
+21.21%
5 Years (annualized)
+11.12%
10 Years (annualized)
+12.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLVRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.09%
Peer Avg (YTD)
+10.00%
vs Peers
+6.09%

CLVRX Mutual Fund Performance

CLVRX performance across multiple time periods: 1-month -5.26%, YTD 16.09%, 1-year 21.93%, 3-year 21.21%, 5-year 11.12%, 10-year 12.21%.

CLVRX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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