CNZLX Mutual Fund

CNZLX Mutual Fund

NAV$12.43
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Returns Overview

1 Month
+1.83%
3 Months
+0.53%
6 Months
+0.76%
YTD
+6.81%
1 Year
+10.64%
3 Years (annualized)
+7.49%
5 Years (annualized)
-2.51%
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)
+6.81%
Peer Avg (YTD)
+15.20%
vs Peers
-8.39%

CNZLX Mutual Fund Performance

CNZLX performance across multiple time periods: 1-month 1.83%, YTD 6.81%, 1-year 10.64%, 3-year 7.49%, 5-year -2.51%, 10-year 3.09%.

CNZLX returns trail the peer average of 15.20% 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.