CEFA ETF

$38.95

Returns Overview

1 Month
+5.12%
3 Months
+6.04%
6 Months
+13.88%
YTD
+4.64%
1 Year
+24.07%
3 Years
+14.18%
5 Years
+8.35%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CEFA 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
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📉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

+5.12%

3 Months Performance

+6.04%

6 Months Performance

+13.88%

1 Year Performance

+24.07%

Benchmark & Peers

Benchmark
S&P Developed Ex-U.S. Catholic Values Index NET TOTAL RETURN USD(^SPDEUTRU)
This ETF (YTD)
+4.64%
Peer Avg (YTD)
+1.49%
vs Peers
+3.15%

CEFA ETF Performance

CEFA performance across multiple time periods: 1-month 5.12%, YTD 4.64%, 1-year 24.07%, 3-year 14.18%, 5-year 8.35%.

CEFA returns outperform the peer average of 1.49% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

CEFA performance comparison shows side-by-side returns with another fund. CEFA alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.12%N/A
3 Months+6.04%N/A
6 Months+13.88%N/A
1 Year+24.07%N/A
3 Years+14.18%N/A
5 Years+8.35%N/A

All returns shown are total returns, not annualized