CMVYX Mutual Fund

CMVYX Mutual Fund

NAV$18.18
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Returns Overview

1 Month
+1.02%
3 Months
+7.53%
6 Months
+19.66%
YTD
+25.33%
1 Year
+35.71%
3 Years (annualized)
+18.27%
5 Years (annualized)
+12.69%
10 Years (annualized)
+12.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMVYX 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)
+25.33%
Peer Avg (YTD)
+9.54%
vs Peers
+15.79%

CMVYX Mutual Fund Performance

CMVYX performance across multiple time periods: 1-month 1.02%, YTD 25.33%, 1-year 35.71%, 3-year 18.27%, 5-year 12.69%, 10-year 12.33%.

CMVYX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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