CVMIX Mutual Fund

CVMIX Mutual Fund

NAV$28.46
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Returns Overview

1 Month
-0.24%
3 Months
-3.86%
6 Months
+22.98%
YTD
+23.30%
1 Year
+35.35%
3 Years (annualized)
+23.68%
5 Years (annualized)
+6.70%
10 Years (annualized)
+9.66%

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
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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)
+23.30%
Peer Avg (YTD)
+20.48%
vs Peers
+2.81%

CVMIX Mutual Fund Performance

CVMIX performance across multiple time periods: 1-month -0.24%, YTD 23.30%, 1-year 35.35%, 3-year 23.68%, 5-year 6.70%, 10-year 9.66%.

CVMIX returns outperform the peer average of 20.48% 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.