CEIZX Mutual Fund

CEIZX Mutual Fund

NAV$14.83
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Returns Overview

1 Month
+7.32%
3 Months
+0.38%
6 Months
+6.53%
YTD
+16.36%
1 Year
+20.99%
3 Years (annualized)
+20.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEIZX 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)
+16.36%
Peer Avg (YTD)
+9.28%
vs Peers
+7.09%

CEIZX Mutual Fund Performance

CEIZX performance across multiple time periods: 1-month 7.32%, YTD 16.36%, 1-year 20.99%, 3-year 20.92%.

CEIZX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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