CEIIX Mutual Fund

CEIIX Mutual Fund

NAV$13.81
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Returns Overview

1 Month
-8.84%
3 Months
-0.97%
6 Months
+6.06%
YTD
+8.31%
1 Year
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEIIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.31%
Peer Avg (YTD)
+9.98%
vs Peers
-1.67%

CEIIX Mutual Fund Performance

CEIIX performance across multiple time periods: 1-month -8.84%, YTD 8.31%, 1-year 10.76%.

CEIIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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