CMUVX Mutual Fund

NAV$9.99

Returns Overview

1 Month
+0.30%
3 Months
+11.65%
6 Months
+9.18%
YTD
+8.70%
1 Year
-14.17%
3 Years (annualized)
+2.93%
5 Years (annualized)
+1.17%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.70%
Peer Avg (YTD)
+6.73%
vs Peers
+1.97%

CMUVX Mutual Fund Performance

CMUVX performance across multiple time periods: 1-month 0.30%, YTD 8.70%, 1-year -14.17%, 3-year 2.93%, 5-year 1.17%.

CMUVX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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