CFMVX Mutual Fund

CFMVX Mutual Fund

NAV$27.55
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Returns Overview

1 Month
-3.47%
3 Months
-1.56%
6 Months
+8.32%
YTD
+12.93%
1 Year
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFMVX 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
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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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+12.93%
Peer Avg (YTD)
+6.72%
vs Peers
+6.20%

CFMVX Mutual Fund Performance

CFMVX performance across multiple time periods: 1-month -3.47%, YTD 12.93%, 1-year 13.41%.

CFMVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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