CNZLX Mutual Fund

CNZLX Mutual Fund

NAV$13.29
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Returns Overview

1 Month
+2.10%
3 Months
+3.31%
6 Months
-0.76%
YTD
+4.88%
1 Year
+9.38%
3 Years (annualized)
+4.63%
5 Years (annualized)
-1.71%
10 Years (annualized)
+3.09%

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
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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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+15.31%
vs Peers
-10.43%

CNZLX Mutual Fund Performance

CNZLX performance across multiple time periods: 1-month 2.10%, YTD 4.88%, 1-year 9.38%, 3-year 4.63%, 5-year -1.71%, 10-year 3.09%.

CNZLX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.81%, investors should weigh costs against performance when evaluating this mutual fund.

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