CNEZX Mutual Fund

CNEZX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
-0.80%
3 Months
+29.92%
6 Months
+17.50%
YTD
+16.83%
1 Year
+37.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNEZX 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)
+16.83%
Peer Avg (YTD)
+8.97%
vs Peers
+7.86%

CNEZX Mutual Fund Performance

CNEZX performance across multiple time periods: 1-month -0.80%, YTD 16.83%, 1-year 37.41%.

CNEZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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