CVTRX Mutual Fund

CVTRX Mutual Fund

NAV$60.21
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Returns Overview

1 Month
-0.32%
3 Months
+0.41%
6 Months
+16.10%
YTD
+11.15%
1 Year
+14.01%
3 Years (annualized)
+18.62%
5 Years (annualized)
+10.22%
10 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVTRX 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
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📉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
ICE BofA All US Convertibles EX Mandatory Index
This Mutual Fund (YTD)
+11.15%
Peer Avg (YTD)
+6.10%
vs Peers
+5.05%

CVTRX Mutual Fund Performance

CVTRX performance across multiple time periods: 1-month -0.32%, YTD 11.15%, 1-year 14.01%, 3-year 18.62%, 5-year 10.22%, 10-year 12.82%.

CVTRX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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