CVERX Mutual Fund

CVERX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
-4.06%
3 Months
-2.06%
6 Months
+13.50%
YTD
+19.77%
1 Year
+24.54%
3 Years (annualized)
+20.25%
5 Years (annualized)
+12.60%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVERX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.77%
Peer Avg (YTD)
+6.72%
vs Peers
+13.04%

CVERX Mutual Fund Performance

CVERX performance across multiple time periods: 1-month -4.06%, YTD 19.77%, 1-year 24.54%, 3-year 20.25%, 5-year 12.60%, 10-year 12.37%.

CVERX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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