CEVYX Mutual Fund

CEVYX Mutual Fund

NAV$13.76
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Returns Overview

1 Month
-1.69%
3 Months
+3.51%
6 Months
+13.64%
YTD
+12.08%
1 Year
+17.23%
3 Years (annualized)
+18.19%
5 Years (annualized)
+10.98%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEVYX 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)
+12.08%
Peer Avg (YTD)
+10.00%
vs Peers
+2.08%

CEVYX Mutual Fund Performance

CEVYX performance across multiple time periods: 1-month -1.69%, YTD 12.08%, 1-year 17.23%, 3-year 18.19%, 5-year 10.98%, 10-year 10.90%.

CEVYX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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