CRMVX Mutual Fund

CRMVX Mutual Fund

NAV$10.03
See how much of CRMVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.30%
3 Months
-0.69%
6 Months
+0.40%
YTD
+1.21%
1 Year
+1.71%
3 Years (annualized)
+3.85%
5 Years (annualized)
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CRMVX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+0.50%
vs Peers
+0.71%

CRMVX Mutual Fund Performance

CRMVX performance across multiple time periods: 1-month 0.30%, YTD 1.21%, 1-year 1.71%, 3-year 3.85%, 5-year 2.04%.

CRMVX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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