CEYRX Mutual Fund

CEYRX Mutual Fund

NAV$87.90
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Returns Overview

1 Month
+8.46%
3 Months
+7.63%
6 Months
+10.25%
YTD
+3.17%
1 Year
+4.36%
3 Years (annualized)
+11.61%
5 Years (annualized)
+4.17%
10 Years (annualized)
+12.11%

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
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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)
+3.17%
Peer Avg (YTD)
+5.23%
vs Peers
-2.06%

CEYRX Mutual Fund Performance

CEYRX performance across multiple time periods: 1-month 8.46%, YTD 3.17%, 1-year 4.36%, 3-year 11.61%, 5-year 4.17%, 10-year 12.11%.

CEYRX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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