CEYIX Mutual Fund

CEYIX Mutual Fund

NAV$88.24
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Returns Overview

1 Month
+8.45%
3 Months
+7.61%
6 Months
+10.22%
YTD
+3.13%
1 Year
+4.31%
3 Years (annualized)
+11.54%
5 Years (annualized)
+4.10%
10 Years (annualized)
+13.25%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.13%
Peer Avg (YTD)
+5.23%
vs Peers
-2.10%

CEYIX Mutual Fund Performance

CEYIX performance across multiple time periods: 1-month 8.45%, YTD 3.13%, 1-year 4.31%, 3-year 11.54%, 5-year 4.10%, 10-year 13.25%.

CEYIX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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