CFMVX Mutual Fund

NAV$27.92

Returns Overview

1 Month
+2.65%
3 Months
+10.04%
6 Months
+15.92%
YTD
+14.71%
1 Year
+20.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFMVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.71%
Peer Avg (YTD)
+10.82%
vs Peers
+3.90%

CFMVX Mutual Fund Performance

CFMVX performance across multiple time periods: 1-month 2.65%, YTD 14.71%, 1-year 20.09%.

CFMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

CFMVX performance comparison shows side-by-side returns with another fund. CFMVX alternatives are available in the Mutual Fund Screener.