CMVRX Mutual Fund

NAV$17.81

Returns Overview

1 Month
+1.77%
3 Months
+6.90%
6 Months
+17.40%
YTD
+21.24%
1 Year
+36.37%
3 Years (annualized)
+18.39%
5 Years (annualized)
+11.72%
10 Years (annualized)
+11.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMVRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+21.24%
Peer Avg (YTD)
+10.82%
vs Peers
+10.42%

CMVRX Mutual Fund Performance

CMVRX performance across multiple time periods: 1-month 1.77%, YTD 21.24%, 1-year 36.37%, 3-year 18.39%, 5-year 11.72%, 10-year 11.78%.

CMVRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

CMVRX performance comparison shows side-by-side returns with another fund. CMVRX alternatives are available in the Mutual Fund Screener.