CAACX Mutual Fund

CAACX Mutual Fund

NAV$26.43
See how much of CAACX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.11%
3 Months
+1.64%
6 Months
+8.51%
YTD
+11.36%
1 Year
+17.54%
3 Years (annualized)
+14.56%
5 Years (annualized)
+6.24%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAACX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.36%
Peer Avg (YTD)
+7.17%
vs Peers
+4.19%

CAACX Mutual Fund Performance

CAACX performance across multiple time periods: 1-month 2.11%, YTD 11.36%, 1-year 17.54%, 3-year 14.56%, 5-year 6.24%, 10-year 9.93%.

CAACX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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