CMUVX Mutual Fund

CMUVX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
+1.53%
3 Months
+1.02%
6 Months
+6.65%
YTD
+9.47%
1 Year
+14.40%
3 Years (annualized)
+14.80%
5 Years (annualized)
+7.44%

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
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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 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+7.17%
vs Peers
+2.30%

CMUVX Mutual Fund Performance

CMUVX performance across multiple time periods: 1-month 1.53%, YTD 9.47%, 1-year 14.40%, 3-year 14.80%, 5-year 7.44%.

CMUVX returns outperform the peer average of 7.17% 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.