CNZLX Mutual Fund

CNZLX Mutual Fund

NAV$13.33
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Returns Overview

1 Month
-3.32%
3 Months
+6.21%
6 Months
+3.13%
YTD
+2.72%
1 Year
+8.29%
3 Years (annualized)
+4.29%
5 Years (annualized)
-2.36%
10 Years (annualized)
+3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNZLX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+18.52%
vs Peers
-15.80%

CNZLX Mutual Fund Performance

CNZLX performance across multiple time periods: 1-month -3.32%, YTD 2.72%, 1-year 8.29%, 3-year 4.29%, 5-year -2.36%, 10-year 3.45%.

CNZLX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.81%, investors should weigh costs against performance when evaluating this mutual fund.

CNZLX performance comparison shows side-by-side returns with another fund. CNZLX alternatives are available in the Mutual Fund Screener.