CVAIX Mutual Fund

CVAIX Mutual Fund

NAV$26.67
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Returns Overview

1 Month
+0.04%
3 Months
+1.63%
6 Months
+16.27%
YTD
+7.30%
1 Year
+9.21%
3 Years (annualized)
+18.15%
5 Years (annualized)
+10.42%
10 Years (annualized)
+12.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVAIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.30%
Peer Avg (YTD)
+9.98%
vs Peers
-2.68%

CVAIX Mutual Fund Performance

CVAIX performance across multiple time periods: 1-month 0.04%, YTD 7.30%, 1-year 9.21%, 3-year 18.15%, 5-year 10.42%, 10-year 12.99%.

CVAIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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