CAABX Mutual Fund

CAABX Mutual Fund

NAV$28.60
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Returns Overview

1 Month
+1.54%
3 Months
+0.90%
6 Months
+8.65%
YTD
+10.43%
1 Year
+13.18%
3 Years (annualized)
+13.21%
5 Years (annualized)
+5.94%
10 Years (annualized)
+12.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAABX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+11.21%
vs Peers
-0.79%

CAABX Mutual Fund Performance

CAABX performance across multiple time periods: 1-month 1.54%, YTD 10.43%, 1-year 13.18%, 3-year 13.21%, 5-year 5.94%, 10-year 12.77%.

CAABX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

CAABX vs another fund shows side-by-side returns. CAABX alternatives are available in the Mutual Fund Screener.