CRMVX Mutual Fund

CRMVX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
-0.89%
3 Months
-1.08%
6 Months
+0.50%
YTD
+1.01%
1 Year
+4.30%
3 Years (annualized)
+3.65%
5 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRMVX 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
S&P Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+1.01%
Peer Avg (YTD)
+0.12%
vs Peers
+0.89%

CRMVX Mutual Fund Performance

CRMVX performance across multiple time periods: 1-month -0.89%, YTD 1.01%, 1-year 4.30%, 3-year 3.65%, 5-year 2.01%.

CRMVX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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