CNEZX Mutual Fund

CNEZX Mutual Fund

NAV$18.60
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Returns Overview

1 Month
+3.54%
3 Months
-3.77%
6 Months
+19.07%
YTD
+13.33%
1 Year
+23.13%

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)
+13.33%
Peer Avg (YTD)
+8.51%
vs Peers
+4.82%

CNEZX Mutual Fund Performance

CNEZX performance across multiple time periods: 1-month 3.54%, YTD 13.33%, 1-year 23.13%.

CNEZX returns outperform the peer average of 8.51% 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.