CEIIX Mutual Fund

CEIIX Mutual Fund

NAV$15.31
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Returns Overview

1 Month
+5.85%
3 Months
+6.10%
6 Months
+10.88%
YTD
+15.78%
1 Year
+23.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEIIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.78%
Peer Avg (YTD)
+9.41%
vs Peers
+6.36%

CEIIX Mutual Fund Performance

CEIIX performance across multiple time periods: 1-month 5.85%, YTD 15.78%, 1-year 23.31%.

CEIIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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