CEVZX Mutual Fund

CEVZX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
+1.71%
3 Months
+4.60%
6 Months
+6.68%
YTD
+10.14%
1 Year
+19.36%
3 Years (annualized)
+16.02%
5 Years (annualized)
+10.49%
10 Years (annualized)
+11.09%

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)
+10.14%
Peer Avg (YTD)
+11.41%
vs Peers
-1.27%

CEVZX Mutual Fund Performance

CEVZX performance across multiple time periods: 1-month 1.71%, YTD 10.14%, 1-year 19.36%, 3-year 16.02%, 5-year 10.49%, 10-year 11.09%.

CEVZX returns trail the peer average of 11.41% 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.