CRMVX Mutual Fund

NAV$9.99

Returns Overview

1 Month
+0.50%
3 Months
+1.10%
6 Months
+1.91%
YTD
+1.91%
1 Year
+5.86%
3 Years (annualized)
+4.16%
5 Years (annualized)
+2.37%

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
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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+1.91%
Peer Avg (YTD)
+3.23%
vs Peers
-1.31%

CRMVX Mutual Fund Performance

CRMVX performance across multiple time periods: 1-month 0.50%, YTD 1.91%, 1-year 5.86%, 3-year 4.16%, 5-year 2.37%.

CRMVX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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