CMVIX Mutual Fund

CMVIX Mutual Fund

NAV$30.55
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Returns Overview

1 Month
-4.25%
3 Months
+2.19%
6 Months
+7.49%
YTD
+6.78%
1 Year
+16.93%
3 Years (annualized)
+22.54%
5 Years (annualized)
+12.67%
10 Years (annualized)
+17.41%

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
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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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+6.23%
vs Peers
+0.55%

CMVIX Mutual Fund Performance

CMVIX performance across multiple time periods: 1-month -4.25%, YTD 6.78%, 1-year 16.93%, 3-year 22.54%, 5-year 12.67%, 10-year 17.41%.

CMVIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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