CVMAX Mutual Fund

NAV$23.98

Returns Overview

1 Month
+8.37%
3 Months
+10.29%
6 Months
+26.61%
YTD
+5.69%
1 Year
+45.68%
3 Years
+14.07%
5 Years
+2.77%
10 Years
+9.28%

Risk Metrics (5-Year)

No risk data available for this ETF

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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+5.89%
vs Peers
-0.20%

CVMAX Mutual Fund Performance

CVMAX performance across multiple time periods: 1-month 8.37%, YTD 5.69%, 1-year 45.68%, 3-year 14.07%, 5-year 2.77%, 10-year 9.28%.

CVMAX returns trail the peer average of 5.89% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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