CMUVX vs. VIG

In the year-to-date period, CMUVX achieves a 2.98% return, which is significantly higher than VIG's 1.56% return.

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CMUVX has a 0.15% expense ratio, which is higher than VIG's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) and Vanguard Dividend Appreciation ETF (VIG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CMUVX Sharpe Ratio is 0.73, which is comparable to the VIG Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of CMUVX and VIG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMUVX's dividend yield for the trailing twelve months is around 2.46%, more than VIG's 1.79% yield.

The maximum CMUVX drawdown since its inception was -23.51%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for CMUVX and VIG.

The current volatility for Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) is 3.50%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 4.50%. This indicates that CMUVX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.