CFMVX Mutual Fund

CFMVX Mutual Fund

NAV$27.23
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Returns Overview

1 Month
+0.36%
3 Months
+4.68%
6 Months
+7.15%
YTD
+18.22%
1 Year
+17.91%

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
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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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.22%
Peer Avg (YTD)
+9.89%
vs Peers
+8.33%

CFMVX Mutual Fund Performance

CFMVX performance across multiple time periods: 1-month 0.36%, YTD 18.22%, 1-year 17.91%.

CFMVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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