CEFIX Mutual Fund

NAV$18.52

Returns Overview

1 Month
+0.93%
3 Months
+23.70%
6 Months
+26.10%
YTD
+23.62%
1 Year
+48.15%
3 Years (annualized)
+26.22%
5 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEFIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+23.62%
Peer Avg (YTD)
+23.08%
vs Peers
+0.55%

CEFIX Mutual Fund Performance

CEFIX performance across multiple time periods: 1-month 0.93%, YTD 23.62%, 1-year 48.15%, 3-year 26.22%, 5-year 11.67%.

CEFIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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