Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
CVT Investment Grade Bd Idx I
Release date as of 2024-11-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Average Below Avg 431
5-Year Average Below Avg 386
10-Year Average Below Avg 271
Overall Average Below Avg 431
Morningstar Category: Intermediate Core Bond | Number of Funds in Category: 431
Data through 2024-11-30
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 7.60
Mean -1.85
Sharpe Ratio -0.76
Trailing 3-Yr as of 2024-11-30
  Modern Portfolio Theory Statistics
Best Fit Index
Bloomberg US Agg Bond TR USD
R-Squared 100
Beta 0.98
Alpha -0.05
Trailing 3-Yr as of 2024-11-30
  Principal Risks   
Lending, Credit and Counterparty, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Index Correlation/Tracking Error, Interest Rate, Market/Market Volatility, ETF, Industry and Sector Investing, Mortgage-Backed and Asset-Backed Securities, Restricted/Illiquid Securities, U.S. Government Obligations, Derivatives, Shareholder Activity, Passive Management
Show Risk Definitions
  Investment Risks
There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund.
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.