CEYIX Mutual Fund

NAV$81.49

Returns Overview

1 Month
-2.22%
3 Months
-0.80%
6 Months
-10.19%
YTD
-9.83%
1 Year
-8.57%
3 Years (annualized)
+4.17%
5 Years (annualized)
+3.30%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEYIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-9.83%
Peer Avg (YTD)
+8.97%
vs Peers
-18.80%

CEYIX Mutual Fund Performance

CEYIX performance across multiple time periods: 1-month -2.22%, YTD -9.83%, 1-year -8.57%, 3-year 4.17%, 5-year 3.30%, 10-year 11.86%.

CEYIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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