CVMAX Mutual Fund

CVMAX Mutual Fund

NAV$28.14
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Returns Overview

1 Month
-0.28%
3 Months
-3.94%
6 Months
+22.83%
YTD
+23.04%
1 Year
+35.02%
3 Years (annualized)
+23.37%
5 Years (annualized)
+6.44%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CVMAX 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
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📉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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+23.04%
Peer Avg (YTD)
+20.48%
vs Peers
+2.56%

CVMAX Mutual Fund Performance

CVMAX performance across multiple time periods: 1-month -0.28%, YTD 23.04%, 1-year 35.02%, 3-year 23.37%, 5-year 6.44%, 10-year 9.83%.

CVMAX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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