CVLEX Mutual Fund

CVLEX Mutual Fund

NAV$18.06
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Returns Overview

1 Month
-4.74%
3 Months
-2.50%
6 Months
+11.37%
YTD
+13.31%
1 Year
+18.63%
3 Years (annualized)
+16.14%
5 Years (annualized)
+8.87%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVLEX 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)
+13.31%
Peer Avg (YTD)
+9.98%
vs Peers
+3.33%

CVLEX Mutual Fund Performance

CVLEX performance across multiple time periods: 1-month -4.74%, YTD 13.31%, 1-year 18.63%, 3-year 16.14%, 5-year 8.87%, 10-year 10.28%.

CVLEX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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