CEFAX Mutual Fund

NAV$18.34

Returns Overview

1 Month
+0.89%
3 Months
+23.58%
6 Months
+25.99%
YTD
+23.42%
1 Year
+47.74%
3 Years (annualized)
+25.92%
5 Years (annualized)
+11.39%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+23.42%
Peer Avg (YTD)
+23.08%
vs Peers
+0.34%

CEFAX Mutual Fund Performance

CEFAX performance across multiple time periods: 1-month 0.89%, YTD 23.42%, 1-year 47.74%, 3-year 25.92%, 5-year 11.39%.

CEFAX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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