CVLOX Mutual Fund

CVLOX Mutual Fund

NAV$14.62
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Returns Overview

1 Month
+0.20%
3 Months
-2.39%
6 Months
+14.76%
YTD
+13.17%
1 Year
+13.77%
3 Years (annualized)
+19.26%
5 Years (annualized)
+8.25%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVLOX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.17%
Peer Avg (YTD)
+4.97%
vs Peers
+8.21%

CVLOX Mutual Fund Performance

CVLOX performance across multiple time periods: 1-month 0.20%, YTD 13.17%, 1-year 13.77%, 3-year 19.26%, 5-year 8.25%, 10-year 10.86%.

CVLOX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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