CEVYX Mutual Fund

CEVYX Mutual Fund

NAV$13.62
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Returns Overview

1 Month
+0.59%
3 Months
+2.34%
6 Months
+7.04%
YTD
+12.74%
1 Year
+18.10%
3 Years (annualized)
+19.35%
5 Years (annualized)
+10.05%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEVYX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+12.74%
Peer Avg (YTD)
+12.44%
vs Peers
+0.30%

CEVYX Mutual Fund Performance

CEVYX performance across multiple time periods: 1-month 0.59%, YTD 12.74%, 1-year 18.10%, 3-year 19.35%, 5-year 10.05%, 10-year 11.10%.

CEVYX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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