CETAX Mutual Fund

CETAX Mutual Fund

NAV$14.50
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Returns Overview

YTD
+2.25%
1 Year
+8.43%
3 Years (annualized)
+8.52%
5 Years (annualized)
+3.78%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CETAX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+6.28%
vs Peers
-4.04%

CETAX Mutual Fund Performance

CETAX performance across multiple time periods: YTD 2.25%, 1-year 8.43%, 3-year 8.52%, 5-year 3.78%, 10-year 5.31%.

CETAX returns trail the peer average of 6.28% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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