CZMVX Mutual Fund

CZMVX Mutual Fund

NAV$17.78
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Returns Overview

1 Month
+4.84%
3 Months
+2.90%
6 Months
+7.55%
YTD
+15.64%
1 Year
+20.83%
3 Years (annualized)
+19.00%
5 Years (annualized)
+9.52%
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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.64%
Peer Avg (YTD)
+12.44%
vs Peers
+3.21%

CZMVX Mutual Fund Performance

CZMVX performance across multiple time periods: 1-month 4.84%, YTD 15.64%, 1-year 20.83%, 3-year 19.00%, 5-year 9.52%, 10-year 11.44%.

CZMVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.68%, 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.