CMVIX Mutual Fund

CMVIX Mutual Fund

NAV$29.32
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Returns Overview

1 Month
-5.69%
3 Months
+0.75%
6 Months
+2.95%
YTD
+7.58%
1 Year
+4.68%
3 Years (annualized)
+26.17%
5 Years (annualized)
+11.69%
10 Years (annualized)
+17.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMVIX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+4.64%
vs Peers
+2.94%

CMVIX Mutual Fund Performance

CMVIX performance across multiple time periods: 1-month -5.69%, YTD 7.58%, 1-year 4.68%, 3-year 26.17%, 5-year 11.69%, 10-year 17.32%.

CMVIX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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