CVMAX Mutual Fund

CVMAX Mutual Fund

NAV$29.12
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Returns Overview

1 Month
-6.98%
3 Months
+2.80%
6 Months
+12.74%
YTD
+22.18%
1 Year
+42.75%
3 Years (annualized)
+19.14%
5 Years (annualized)
+6.01%
10 Years (annualized)
+9.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVMAX 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
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📉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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.18%
Peer Avg (YTD)
+17.66%
vs Peers
+4.52%

CVMAX Mutual Fund Performance

CVMAX performance across multiple time periods: 1-month -6.98%, YTD 22.18%, 1-year 42.75%, 3-year 19.14%, 5-year 6.01%, 10-year 9.21%.

CVMAX returns outperform the peer average of 17.66% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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