CAEZX Mutual Fund

CAEZX Mutual Fund

NAV$26.84
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Returns Overview

1 Month
+2.43%
3 Months
+1.94%
6 Months
+1.03%
YTD
+6.45%
1 Year
+10.03%
3 Years (annualized)
+10.07%
5 Years (annualized)
+0.26%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAEZX 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
MSCI AC Europe Small Cap Index(^MSLUACE)
This Mutual Fund (YTD)
+6.45%
Peer Avg (YTD)
+12.25%
vs Peers
-5.80%

CAEZX Mutual Fund Performance

CAEZX performance across multiple time periods: 1-month 2.43%, YTD 6.45%, 1-year 10.03%, 3-year 10.07%, 5-year 0.26%, 10-year 8.70%.

CAEZX returns trail the peer average of 12.25% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

CAEZX vs another fund shows side-by-side returns. CAEZX alternatives are available in the Mutual Fund Screener.