CEUAX Mutual Fund

NAV$61.23

Returns Overview

1 Month
-1.69%
3 Months
-1.97%
6 Months
-2.25%
YTD
+1.68%
1 Year
+23.26%
3 Years (annualized)
+14.05%
5 Years (annualized)
+4.40%
10 Years (annualized)
+9.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEUAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Index (net dividends)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+8.97%
vs Peers
-7.29%

CEUAX Mutual Fund Performance

CEUAX performance across multiple time periods: 1-month -1.69%, YTD 1.68%, 1-year 23.26%, 3-year 14.05%, 5-year 4.40%, 10-year 9.32%.

CEUAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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