CMUVX Mutual Fund

CMUVX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
-0.81%
3 Months
+2.62%
6 Months
+5.95%
YTD
+7.82%
1 Year
+14.91%
3 Years (annualized)
+13.45%
5 Years (annualized)
+1.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMUVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+6.57%
vs Peers
+1.25%

CMUVX Mutual Fund Performance

CMUVX performance across multiple time periods: 1-month -0.81%, YTD 7.82%, 1-year 14.91%, 3-year 13.45%, 5-year 1.00%.

CMUVX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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