CVSIX Mutual Fund

CVSIX Mutual Fund

NAV$16.50
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Returns Overview

1 Month
-0.09%
3 Months
+1.01%
6 Months
+3.71%
YTD
+3.90%
1 Year
+5.41%
3 Years (annualized)
+6.75%
5 Years (annualized)
+4.64%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVSIX 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
Bloomberg Short Treasury 1-3 Month Index
This Mutual Fund (YTD)
+3.90%
Peer Avg (YTD)
+5.40%
vs Peers
-1.50%

CVSIX Mutual Fund Performance

CVSIX performance across multiple time periods: 1-month -0.09%, YTD 3.90%, 1-year 5.41%, 3-year 6.75%, 5-year 4.64%, 10-year 4.56%.

CVSIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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