CNEAX Mutual Fund

CNEAX Mutual Fund

NAV$18.42
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Returns Overview

1 Month
+3.57%
3 Months
-3.79%
6 Months
+18.97%
YTD
+13.21%
1 Year
+22.89%

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)
+13.21%
Peer Avg (YTD)
+8.51%
vs Peers
+4.70%

CNEAX Mutual Fund Performance

CNEAX performance across multiple time periods: 1-month 3.57%, YTD 13.21%, 1-year 22.89%.

CNEAX returns outperform the peer average of 8.51% 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.