CEFIX Mutual Fund

CEFIX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
+0.10%
3 Months
-2.10%
6 Months
+21.10%
YTD
+21.03%
1 Year
+31.32%
3 Years (annualized)
+25.19%
5 Years (annualized)
+12.06%

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
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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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+21.03%
Peer Avg (YTD)
+20.48%
vs Peers
+0.54%

CEFIX Mutual Fund Performance

CEFIX performance across multiple time periods: 1-month 0.10%, YTD 21.03%, 1-year 31.32%, 3-year 25.19%, 5-year 12.06%.

CEFIX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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