CNEAX Mutual Fund

CNEAX Mutual Fund

NAV$18.05
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Returns Overview

1 Month
-0.86%
3 Months
+29.81%
6 Months
+17.33%
YTD
+16.67%
1 Year
+37.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNEAX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+16.67%
Peer Avg (YTD)
+8.97%
vs Peers
+7.70%

CNEAX Mutual Fund Performance

CNEAX performance across multiple time periods: 1-month -0.86%, YTD 16.67%, 1-year 37.04%.

CNEAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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