CEVAX Mutual Fund

NAV$14.28

Returns Overview

1 Month
+1.42%
3 Months
+1.71%
6 Months
+2.22%
YTD
+5.31%
1 Year
+20.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CEVAX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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 World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+9.49%
vs Peers
-4.18%

CEVAX Mutual Fund Performance

CEVAX performance across multiple time periods: 1-month 1.42%, YTD 5.31%, 1-year 20.27%.

CEVAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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