Commonwealth Australia/new Zealand Fund: (MF: CNZLX)
(NASDAQ Mutual Funds) As of Oct 2, 2025 08:00 PM ET
$12.52 USD
+0.03 (0.24%)
Latest Performance as of Aug 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 16.65 | 61 |
3 months | 6.69 | 78 |
6 months | 15.76 | 50 |
1 Year | 7.99 | 79 |
3 Year | -0.30 | 91 |
5 Year | 1.24 | 58 |
10 Year | 4.68 | 84 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 151.44 |
Bear Market (10/07 - 2/09) | -59.82 |
Bull Market (2/09 - 3/21) | 206.83 |
Load Adjusted Returns as of Aug 31, 2025
1 Year | 15.67 |
5 Year | 2.44 |
10 Year | 3.76 |
Since Inception | 3.80 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -0.48 | 15.18 | NA | NA |
2024 | -6.44 | -2.88 | 12.45 | -10.26 |
2023 | 0.33 | -3.34 | -6.40 | 6.46 |
2022 | -3.74 | -16.98 | -9.94 | 9.36 |
2021 | -0.12 | 2.76 | 3.69 | -1.68 |
2020 | -32.88 | 27.76 | 8.22 | 24.69 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 16.65 | -8.31 | -3.36 | -21.30 | 4.62 | 15.71 | 17.37 | -9.64 | 16.09 | 16.65 | -6.39 |
% Total Return Rel to Index | -2.31 | -15.68 | -19.07 | -6.03 | -0.33 | 6.45 | 1.46 | 4.63 | -5.46 | 15.16 | -6.82 |
% Total Return Rel to Peer | -0.48 | -17.79 | -2.58 | 1.71 | 10.91 | -12.94 | -3.06 | 6.08 | -21.98 | 14.31 | -2.55 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 2.00 | 5.00 | 4.00 | 1.00 | 5.00 | 1.00 | 4.00 |
% Dividends | 0.00 | 0.11 | 0.02 | 0.00 | 0.01 | 0.01 | 0.06 | 0.08 | 0.08 | 0.30 | 0.30 |
% Yield | 0.00 | 1.07 | 0.97 | 0.00 | 0.11 | 0.10 | 0.45 | 0.65 | 0.55 | 2.44 | 2.79 |
Capital Gains ($) | 0.00 | 0.03 | 0.00 | 0.06 | 1.01 | 0.00 | 0.76 | 0.22 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 2.96 | 2.86 | 2.81 | 2.60 | 2.41 | 2.60 | 2.69 | 2.41 | 2.59 | 2.84 | 3.29 |
* 1 = Top 20%, 5 = Bottom 20%