CVMIX Mutual Fund

NAV$25.75

Returns Overview

1 Month
+8.38%
3 Months
+10.34%
6 Months
+26.71%
YTD
+5.68%
1 Year
+46.07%
3 Years
+14.34%
5 Years
+3.01%
10 Years
+9.58%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CVMIX 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)
+5.68%
Peer Avg (YTD)
+5.89%
vs Peers
-0.22%

CVMIX Mutual Fund Performance

CVMIX performance across multiple time periods: 1-month 8.38%, YTD 5.68%, 1-year 46.07%, 3-year 14.34%, 5-year 3.01%, 10-year 9.58%.

CVMIX returns trail the peer average of 5.89% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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