CMVYX Mutual Fund

CMVYX Mutual Fund

NAV$18.44
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Returns Overview

1 Month
+5.06%
3 Months
+1.85%
6 Months
+9.52%
YTD
+25.84%
1 Year
+31.35%
3 Years (annualized)
+25.08%
5 Years (annualized)
+12.25%
10 Years (annualized)
+12.68%

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)
+25.84%
Peer Avg (YTD)
+8.01%
vs Peers
+17.83%

CMVYX Mutual Fund Performance

CMVYX performance across multiple time periods: 1-month 5.06%, YTD 25.84%, 1-year 31.35%, 3-year 25.08%, 5-year 12.25%, 10-year 12.68%.

CMVYX returns outperform the peer average of 8.01% 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.