CVMIX Mutual Fund

CVMIX Mutual Fund

NAV$29.18
See how much of CVMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.97%
3 Months
+2.85%
6 Months
+12.91%
YTD
+22.37%
1 Year
+43.07%
3 Years (annualized)
+19.43%
5 Years (annualized)
+6.28%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVMIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.37%
Peer Avg (YTD)
+17.66%
vs Peers
+4.71%

CVMIX Mutual Fund Performance

CVMIX performance across multiple time periods: 1-month -6.97%, YTD 22.37%, 1-year 43.07%, 3-year 19.43%, 5-year 6.28%, 10-year 9.51%.

CVMIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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