CEFAX Mutual Fund

CEFAX Mutual Fund

NAV$18.90
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Returns Overview

1 Month
-6.72%
3 Months
+3.56%
6 Months
+6.94%
YTD
+17.52%
1 Year
+34.04%
3 Years (annualized)
+20.90%
5 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEFAX 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
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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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.52%
Peer Avg (YTD)
+17.66%
vs Peers
-0.14%

CEFAX Mutual Fund Performance

CEFAX performance across multiple time periods: 1-month -6.72%, YTD 17.52%, 1-year 34.04%, 3-year 20.90%, 5-year 11.20%.

CEFAX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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