CVLVX Mutual Fund

CVLVX Mutual Fund

NAV$17.97
See how much of CVLVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.70%
3 Months
-2.40%
6 Months
+11.57%
YTD
+13.52%
1 Year
+18.93%
3 Years (annualized)
+18.11%
5 Years (annualized)
+10.09%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVLVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+13.52%
Peer Avg (YTD)
+9.98%
vs Peers
+3.54%

CVLVX Mutual Fund Performance

CVLVX performance across multiple time periods: 1-month -4.70%, YTD 13.52%, 1-year 18.93%, 3-year 18.11%, 5-year 10.09%, 10-year 11.14%.

CVLVX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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