CETFX Mutual Fund

NAV$11.07

Returns Overview

1 Month
-0.09%
3 Months
+3.63%
6 Months
+3.05%
YTD
+2.96%
1 Year
+7.31%
3 Years (annualized)
+7.51%
5 Years (annualized)
+2.70%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CETFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.96%
Peer Avg (YTD)
+4.14%
vs Peers
-1.19%

CETFX Mutual Fund Performance

CETFX performance across multiple time periods: 1-month -0.09%, YTD 2.96%, 1-year 7.31%, 3-year 7.51%, 5-year 2.70%, 10-year 3.17%.

CETFX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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