CEFAX Mutual Fund

CEFAX Mutual Fund

NAV$18.52
See how much of CEFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.11%
3 Months
-2.17%
6 Months
+20.89%
YTD
+20.74%
1 Year
+31.03%
3 Years (annualized)
+24.86%
5 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEFAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+20.74%
Peer Avg (YTD)
+20.48%
vs Peers
+0.26%

CEFAX Mutual Fund Performance

CEFAX performance across multiple time periods: 1-month 0.11%, YTD 20.74%, 1-year 31.03%, 3-year 24.86%, 5-year 11.77%.

CEFAX returns outperform the peer average of 20.48% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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