CEIZX Mutual Fund

NAV$14.75

Returns Overview

1 Month
+4.76%
3 Months
+6.58%
6 Months
+9.34%
YTD
+14.16%
1 Year
+17.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEIZX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.16%
Peer Avg (YTD)
+9.51%
vs Peers
+4.66%

CEIZX Mutual Fund Performance

CEIZX performance across multiple time periods: 1-month 4.76%, YTD 14.16%, 1-year 17.72%.

CEIZX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

CEIZX performance comparison shows side-by-side returns with another fund. CEIZX alternatives are available in the Mutual Fund Screener.