CAACX Mutual Fund

NAV$26.68

Returns Overview

1 Month
+0.80%
3 Months
+15.31%
6 Months
+11.09%
YTD
+10.44%
1 Year
+19.24%
3 Years (annualized)
+12.74%
5 Years (annualized)
+5.82%
10 Years (annualized)
+10.12%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+6.73%
vs Peers
+3.72%

CAACX Mutual Fund Performance

CAACX performance across multiple time periods: 1-month 0.80%, YTD 10.44%, 1-year 19.24%, 3-year 12.74%, 5-year 5.82%, 10-year 10.12%.

CAACX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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