CAACX Mutual Fund

CAACX Mutual Fund

NAV$26.78
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Returns Overview

1 Month
-1.25%
3 Months
+4.19%
6 Months
+7.49%
YTD
+9.06%
1 Year
+17.76%
3 Years (annualized)
+12.58%
5 Years (annualized)
+5.33%
10 Years (annualized)
+9.59%

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
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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)
+9.06%
Peer Avg (YTD)
+6.57%
vs Peers
+2.49%

CAACX Mutual Fund Performance

CAACX performance across multiple time periods: 1-month -1.25%, YTD 9.06%, 1-year 17.76%, 3-year 12.58%, 5-year 5.33%, 10-year 9.59%.

CAACX returns outperform the peer average of 6.57% 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.