CNEZX Mutual Fund

CNEZX Mutual Fund

NAV$18.09
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Returns Overview

1 Month
-6.32%
3 Months
+4.23%
6 Months
+11.47%
YTD
+9.45%
1 Year
+21.02%

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
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📉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)
+9.45%
Peer Avg (YTD)
+6.23%
vs Peers
+3.22%

CNEZX Mutual Fund Performance

CNEZX performance across multiple time periods: 1-month -6.32%, YTD 9.45%, 1-year 21.02%.

CNEZX returns outperform the peer average of 6.23% 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.