CEFZ ETF

CEFZ ETF
$8.36
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Returns Overview

1 Month
-1.48%
3 Months
+0.37%
6 Months
+2.44%
YTD
+4.19%
1 Year
+12.69%
3 Years (annualized)
+13.07%
5 Years (annualized)
+7.12%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CEFZ 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦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 500 Index(SPX)
This ETF (YTD)
+4.19%
Peer Avg (YTD)
+10.78%
vs Peers
-6.58%

CEFZ ETF Performance

CEFZ performance across multiple time periods: 1-month -1.48%, YTD 4.19%, 1-year 12.69%, 3-year 13.07%, 5-year 7.12%, 10-year 8.51%.

CEFZ returns trail the peer average of 10.78% YTD. With an expense ratio of 2.82%, investors should weigh costs against performance when evaluating this ETF.

CEFZ vs another fund shows side-by-side returns. CEFZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.48%N/A
3 Months+0.37%N/A
6 Months+2.44%N/A
1 Year+12.69%N/A
3 Years+13.07%N/A
5 Years+7.12%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized