CMVYX Mutual Fund

CMVYX Mutual Fund

NAV$17.76
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Returns Overview

1 Month
-4.07%
3 Months
-2.06%
6 Months
+13.43%
YTD
+19.78%
1 Year
+24.60%
3 Years (annualized)
+20.32%
5 Years (annualized)
+12.65%
10 Years (annualized)
+12.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMVYX 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)
+19.78%
Peer Avg (YTD)
+6.72%
vs Peers
+13.06%

CMVYX Mutual Fund Performance

CMVYX performance across multiple time periods: 1-month -4.07%, YTD 19.78%, 1-year 24.60%, 3-year 20.32%, 5-year 12.65%, 10-year 12.41%.

CMVYX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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