CESGX Mutual Fund

CESGX Mutual Fund

NAV$1.21
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Returns Overview

1 Month
-0.42%
3 Months
+2.60%
6 Months
+0.59%
YTD
+4.04%
1 Year
-2.78%
3 Years (annualized)
+6.02%
5 Years (annualized)
+6.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CESGX 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)
+4.04%
Peer Avg (YTD)
+10.54%
vs Peers
-6.50%

CESGX Mutual Fund Performance

CESGX performance across multiple time periods: 1-month -0.42%, YTD 4.04%, 1-year -2.78%, 3-year 6.02%, 5-year 6.91%.

CESGX returns trail the peer average of 10.54% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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