CMVYX Mutual Fund

NAV$18.19

Returns Overview

1 Month
+6.37%
3 Months
+15.81%
6 Months
+24.06%
YTD
+22.30%
1 Year
+37.26%
3 Years (annualized)
+19.11%
5 Years (annualized)
+12.42%
10 Years (annualized)
+12.44%

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
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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+22.30%
Peer Avg (YTD)
+10.82%
vs Peers
+11.48%

CMVYX Mutual Fund Performance

CMVYX performance across multiple time periods: 1-month 6.37%, YTD 22.30%, 1-year 37.26%, 3-year 19.11%, 5-year 12.42%, 10-year 12.44%.

CMVYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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