CVGRX Mutual Fund

CVGRX Mutual Fund

NAV$53.01
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Returns Overview

1 Month
+1.64%
3 Months
+1.92%
6 Months
+22.31%
YTD
+10.17%
1 Year
+11.89%
3 Years (annualized)
+21.01%
5 Years (annualized)
+9.50%
10 Years (annualized)
+14.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVGRX 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 Index(SPX)
This Mutual Fund (YTD)
+10.17%
Peer Avg (YTD)
+8.67%
vs Peers
+1.50%

CVGRX Mutual Fund Performance

CVGRX performance across multiple time periods: 1-month 1.64%, YTD 10.17%, 1-year 11.89%, 3-year 21.01%, 5-year 9.50%, 10-year 14.54%.

CVGRX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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