CMMVX Mutual Fund

CMMVX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
-1.69%
3 Months
-1.13%
6 Months
+8.12%
YTD
+5.97%
1 Year
+7.99%
3 Years (annualized)
+13.13%
5 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMMVX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+4.97%
vs Peers
+1.00%

CMMVX Mutual Fund Performance

CMMVX performance across multiple time periods: 1-month -1.69%, YTD 5.97%, 1-year 7.99%, 3-year 13.13%, 5-year 6.60%.

CMMVX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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