CZMVX Mutual Fund

CZMVX Mutual Fund

NAV$17.42
See how much of CZMVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.33%
3 Months
+4.52%
6 Months
+8.56%
YTD
+12.38%
1 Year
+21.46%
3 Years (annualized)
+14.26%
5 Years (annualized)
+9.62%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CZMVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.38%
Peer Avg (YTD)
+11.41%
vs Peers
+0.97%

CZMVX Mutual Fund Performance

CZMVX performance across multiple time periods: 1-month 2.33%, YTD 12.38%, 1-year 21.46%, 3-year 14.26%, 5-year 9.62%, 10-year 11.44%.

CZMVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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