CMVRX Mutual Fund

CMVRX Mutual Fund

NAV$18.33
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Returns Overview

1 Month
+4.96%
3 Months
+1.70%
6 Months
+9.17%
YTD
+25.18%
1 Year
+30.56%
3 Years (annualized)
+24.33%
5 Years (annualized)
+11.53%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMVRX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+25.18%
Peer Avg (YTD)
+8.01%
vs Peers
+17.17%

CMVRX Mutual Fund Performance

CMVRX performance across multiple time periods: 1-month 4.96%, YTD 25.18%, 1-year 30.56%, 3-year 24.33%, 5-year 11.53%, 10-year 12.02%.

CMVRX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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