CMVIX Mutual Fund

NAV$31.03

Returns Overview

1 Month
-1.75%
3 Months
+21.10%
6 Months
+11.41%
YTD
+11.53%
1 Year
+26.42%
3 Years (annualized)
+25.46%
5 Years (annualized)
+17.31%
10 Years (annualized)
+19.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMVIX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+11.53%
Peer Avg (YTD)
+8.97%
vs Peers
+2.55%

CMVIX Mutual Fund Performance

CMVIX performance across multiple time periods: 1-month -1.75%, YTD 11.53%, 1-year 26.42%, 3-year 25.46%, 5-year 17.31%, 10-year 19.89%.

CMVIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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