CVMIX Mutual Fund

NAV$28.50

Returns Overview

1 Month
+0.66%
3 Months
+27.93%
6 Months
+31.54%
YTD
+28.25%
1 Year
+53.86%
3 Years (annualized)
+24.35%
5 Years (annualized)
+6.69%
10 Years (annualized)
+10.74%

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

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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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+28.25%
Peer Avg (YTD)
+23.08%
vs Peers
+5.17%

CVMIX Mutual Fund Performance

CVMIX performance across multiple time periods: 1-month 0.66%, YTD 28.25%, 1-year 53.86%, 3-year 24.35%, 5-year 6.69%, 10-year 10.74%.

CVMIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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