CAABX Mutual Fund

CAABX Mutual Fund

NAV$28.58
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Returns Overview

1 Month
-0.70%
3 Months
-0.63%
6 Months
+2.31%
YTD
+8.07%
1 Year
+6.74%
3 Years (annualized)
+15.81%
5 Years (annualized)
+4.72%
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)
+8.07%
Peer Avg (YTD)
+9.28%
vs Peers
-1.21%

CAABX Mutual Fund Performance

CAABX performance across multiple time periods: 1-month -0.70%, YTD 8.07%, 1-year 6.74%, 3-year 15.81%, 5-year 4.72%, 10-year 12.77%.

CAABX returns trail the peer average of 9.28% 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.