CEIZX Mutual Fund

CEIZX Mutual Fund

NAV$15.34
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Returns Overview

1 Month
+5.92%
3 Months
+6.13%
6 Months
+11.03%
YTD
+15.93%
1 Year
+23.55%

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)
+15.93%
Peer Avg (YTD)
+9.41%
vs Peers
+6.51%

CEIZX Mutual Fund Performance

CEIZX performance across multiple time periods: 1-month 5.92%, YTD 15.93%, 1-year 23.55%.

CEIZX returns outperform the peer average of 9.41% 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.