CMPVX Mutual Fund

CMPVX Mutual Fund

NAV$11.97
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Returns Overview

1 Month
-1.74%
3 Months
-1.33%
6 Months
+8.22%
YTD
+5.90%
1 Year
+7.73%
3 Years (annualized)
+10.99%
5 Years (annualized)
+4.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMPVX 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)
+5.90%
Peer Avg (YTD)
+4.97%
vs Peers
+0.93%

CMPVX Mutual Fund Performance

CMPVX performance across multiple time periods: 1-month -1.74%, YTD 5.90%, 1-year 7.73%, 3-year 10.99%, 5-year 4.98%.

CMPVX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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