CSEYX Mutual Fund

NAV$23.74

Returns Overview

1 Month
+4.29%
3 Months
+22.42%
6 Months
+19.18%
YTD
+17.45%
1 Year
+27.80%
3 Years (annualized)
+21.20%
5 Years (annualized)
+11.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSEYX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+17.45%
Peer Avg (YTD)
+8.97%
vs Peers
+8.48%

CSEYX Mutual Fund Performance

CSEYX performance across multiple time periods: 1-month 4.29%, YTD 17.45%, 1-year 27.80%, 3-year 21.20%, 5-year 11.98%.

CSEYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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