CRMVX Mutual Fund

CRMVX Mutual Fund

NAV$9.84
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Returns Overview

1 Month
+0.27%
3 Months
+0.47%
6 Months
-0.62%
YTD
+1.48%
1 Year
+2.00%
3 Years (annualized)
+4.36%
5 Years (annualized)
+2.48%

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
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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
S&P Target Risk Conservative Index(^SPTGCU:SP)
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+2.28%
vs Peers
-0.80%

CRMVX Mutual Fund Performance

CRMVX performance across multiple time periods: 1-month 0.27%, YTD 1.48%, 1-year 2.00%, 3-year 4.36%, 5-year 2.48%.

CRMVX returns trail the peer average of 2.28% 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.