CEMIX Mutual Fund

NAV$18.13

Returns Overview

1 Month
-0.58%
3 Months
+25.30%
6 Months
+31.28%
YTD
+28.44%
1 Year
+53.29%
3 Years (annualized)
+29.91%
5 Years (annualized)
+10.96%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEMIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EM GR USD(GDLEEGF)
This Mutual Fund (YTD)
+28.44%
Peer Avg (YTD)
+23.08%
vs Peers
+5.36%

CEMIX Mutual Fund Performance

CEMIX performance across multiple time periods: 1-month -0.58%, YTD 28.44%, 1-year 53.29%, 3-year 29.91%, 5-year 10.96%, 10-year 11.30%.

CEMIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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