CEUEX Mutual Fund

NAV$60.13

Returns Overview

1 Month
-1.70%
3 Months
-2.13%
6 Months
-2.47%
YTD
+1.43%
1 Year
+22.96%
3 Years (annualized)
+13.76%
5 Years (annualized)
+4.14%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEUEX 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)
+1.43%
Peer Avg (YTD)
+8.97%
vs Peers
-7.54%

CEUEX Mutual Fund Performance

CEUEX performance across multiple time periods: 1-month -1.70%, YTD 1.43%, 1-year 22.96%, 3-year 13.76%, 5-year 4.14%, 10-year 9.61%.

CEUEX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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