CEYRX Mutual Fund

CEYRX Mutual Fund

NAV$82.44
See how much of CEYRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.94%
3 Months
+5.47%
6 Months
+4.65%
YTD
-4.88%
1 Year
-4.50%
3 Years (annualized)
+6.86%
5 Years (annualized)
+3.63%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEYRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-4.88%
Peer Avg (YTD)
+8.68%
vs Peers
-13.56%

CEYRX Mutual Fund Performance

CEYRX performance across multiple time periods: 1-month -3.94%, YTD -4.88%, 1-year -4.50%, 3-year 6.86%, 5-year 3.63%, 10-year 12.11%.

CEYRX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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