CEVAX Mutual Fund

CEVAX Mutual Fund

NAV$14.61
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Returns Overview

1 Month
-1.75%
3 Months
+3.50%
6 Months
+10.91%
YTD
+9.36%
1 Year
+14.33%
3 Years (annualized)
+15.88%
5 Years (annualized)
+10.31%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEVAX 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 World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+10.00%
vs Peers
-0.64%

CEVAX Mutual Fund Performance

CEVAX performance across multiple time periods: 1-month -1.75%, YTD 9.36%, 1-year 14.33%, 3-year 15.88%, 5-year 10.31%, 10-year 10.86%.

CEVAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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