CEUEX Mutual Fund

CEUEX Mutual Fund

NAV$59.43
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Returns Overview

1 Month
-2.78%
3 Months
-0.54%
6 Months
+13.74%
YTD
+8.81%
1 Year
+15.25%
3 Years (annualized)
+15.17%
5 Years (annualized)
+4.26%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEUEX 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 All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+8.68%
vs Peers
+0.13%

CEUEX Mutual Fund Performance

CEUEX performance across multiple time periods: 1-month -2.78%, YTD 8.81%, 1-year 15.25%, 3-year 15.17%, 5-year 4.26%, 10-year 9.14%.

CEUEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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