CNEAX Mutual Fund

CNEAX Mutual Fund

NAV$18.07
See how much of CNEAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.31%
3 Months
+4.20%
6 Months
+11.34%
YTD
+9.31%
1 Year
+20.69%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.31%
Peer Avg (YTD)
+6.23%
vs Peers
+3.07%

CNEAX Mutual Fund Performance

CNEAX performance across multiple time periods: 1-month -6.31%, YTD 9.31%, 1-year 20.69%.

CNEAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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