CRLVX Mutual Fund

CRLVX Mutual Fund

NAV$12.07
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Returns Overview

1 Month
-3.16%
3 Months
-3.31%
6 Months
+12.35%
YTD
+7.68%
1 Year
+11.67%
3 Years (annualized)
+17.17%
5 Years (annualized)
+6.99%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRLVX 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
MSCI All Country World Ex-USA Index
This Mutual Fund (YTD)
+7.68%
Peer Avg (YTD)
+9.29%
vs Peers
-1.61%

CRLVX Mutual Fund Performance

CRLVX performance across multiple time periods: 1-month -3.16%, YTD 7.68%, 1-year 11.67%, 3-year 17.17%, 5-year 6.99%, 10-year 10.04%.

CRLVX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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