CEVZX Mutual Fund

CEVZX Mutual Fund

NAV$14.75
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Returns Overview

1 Month
+0.71%
3 Months
+9.83%
6 Months
+9.02%
YTD
+8.29%
1 Year
+20.28%
3 Years (annualized)
+15.54%
5 Years (annualized)
+9.80%
10 Years (annualized)
+10.93%

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
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)
+8.29%
Peer Avg (YTD)
+9.49%
vs Peers
-1.20%

CEVZX Mutual Fund Performance

CEVZX performance across multiple time periods: 1-month 0.71%, YTD 8.29%, 1-year 20.28%, 3-year 15.54%, 5-year 9.80%, 10-year 10.93%.

CEVZX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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