CEYRX Mutual Fund

NAV$81.39

Returns Overview

1 Month
-2.21%
3 Months
-0.78%
6 Months
-10.18%
YTD
-9.81%
1 Year
-8.52%
3 Years (annualized)
+4.24%
5 Years (annualized)
+3.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEYRX 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)
-9.81%
Peer Avg (YTD)
+8.97%
vs Peers
-18.78%

CEYRX Mutual Fund Performance

CEYRX performance across multiple time periods: 1-month -2.21%, YTD -9.81%, 1-year -8.52%, 3-year 4.24%, 5-year 3.36%.

CEYRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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