Performance overview
Morningstar return ratingN/A1
Year-to-date return16.80%
5-year average return13.06%
Number of years up16
Number of years down5
Best 1-yr total return (27 Jun 2024)30.50%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.50%
Worst 3-yr total return2.23%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnCVACXCategory
YTD11.29%5.31%
1-month4.55%-4.19%
3-month3.14%3.90%
1-year27.44%20.31%
3-year7.81%6.48%
5-year13.51%11.78%
10-year8.76%10.96%
Last bull market25.93%25.56%
Last bear market-16.57%-15.11%
Annual total return (%) history
YearCVACXCategory
2024N/AN/A
202325.40%22.32%
2022-19.42%-16.96%
202123.96%26.07%
202015.49%15.83%
201925.00%28.78%
2018-7.43%-6.27%
201716.27%20.44%
201610.69%10.37%
2015-4.74%-1.07%
20141.31%10.96%
201330.50%31.50%
201212.38%14.96%
2011-5.95%-1.27%
20104.47%14.01%
200930.42%28.17%
2008-35.80%-37.79%
20072.09%6.16%
200613.75%14.17%
20053.85%5.88%
200412.56%10.02%
200332.22%27.05%
2002N/A-22.25%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202410.29%N/AN/AN/A
20236.10%9.34%-3.96%12.56%
2022-4.82%-16.57%-3.89%5.59%
20214.82%9.20%0.00%8.30%
2020-23.13%22.24%8.45%13.33%
201910.88%3.10%1.67%7.55%
2018-1.88%1.70%6.46%-12.86%
20172.04%2.08%4.61%6.71%
2016-0.18%2.17%2.47%5.92%
2015-0.63%0.16%-8.10%4.15%
20140.15%2.44%-0.94%-0.31%
201310.63%1.76%7.63%7.70%
201210.98%-3.65%3.42%1.63%
20113.44%0.54%-15.03%6.42%
20103.89%-12.16%6.07%7.93%
2009-12.17%23.95%18.74%0.88%
2008-8.46%-3.56%-5.16%-23.32%
2007-1.86%5.05%1.05%-2.01%
20065.26%-3.97%4.96%7.21%
2005-2.41%1.71%3.19%1.40%
20043.84%1.81%-4.08%11.00%
2003-5.45%20.84%2.49%12.91%
2002-7.89%-17.36%7.31%N/A
Rank in category (by total return)
YTD30
1-month52
3-month61
1-year51
3-year56
5-year69
Load adjusted returns
1-year26.44%
3-year7.81%
5-year13.51%
10-year8.76%
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