CEFIX Mutual Fund

CEFIX Mutual Fund

NAV$18.87
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Returns Overview

1 Month
+4.78%
3 Months
-1.29%
6 Months
+8.22%
YTD
+23.32%
1 Year
+37.79%
3 Years (annualized)
+25.19%
5 Years (annualized)
+12.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEFIX 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
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📉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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+23.32%
Peer Avg (YTD)
+20.14%
vs Peers
+3.18%

CEFIX Mutual Fund Performance

CEFIX performance across multiple time periods: 1-month 4.78%, YTD 23.32%, 1-year 37.79%, 3-year 25.19%, 5-year 12.06%.

CEFIX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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