CEVZX Mutual Fund

CEVZX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
+3.50%
3 Months
+6.01%
6 Months
+8.47%
YTD
+14.00%
1 Year
+20.17%
3 Years (annualized)
+18.08%
5 Years (annualized)
+10.86%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEVZX 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 World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+14.00%
Peer Avg (YTD)
+12.44%
vs Peers
+1.56%

CEVZX Mutual Fund Performance

CEVZX performance across multiple time periods: 1-month 3.50%, YTD 14.00%, 1-year 20.17%, 3-year 18.08%, 5-year 10.86%, 10-year 10.80%.

CEVZX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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