CNZLX Mutual Fund

CNZLX Mutual Fund

NAV$12.42
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Returns Overview

1 Month
-5.02%
3 Months
-1.25%
6 Months
+4.88%
YTD
+1.44%
1 Year
+3.05%
3 Years (annualized)
+7.49%
5 Years (annualized)
-2.51%
10 Years (annualized)
+3.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CNZLX 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 ACWI ex USA Index
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+10.34%
vs Peers
-8.90%

CNZLX Mutual Fund Performance

CNZLX performance across multiple time periods: 1-month -5.02%, YTD 1.44%, 1-year 3.05%, 3-year 7.49%, 5-year -2.51%, 10-year 3.09%.

CNZLX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.81%, investors should weigh costs against performance when evaluating this mutual fund.

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