CAAIX Mutual Fund

CAAIX Mutual Fund

NAV$47.65
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Returns Overview

1 Month
+1.14%
3 Months
+7.23%
6 Months
+9.94%
YTD
+16.49%
1 Year
+25.93%
3 Years (annualized)
+11.08%
5 Years (annualized)
+7.04%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAAIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.49%
Peer Avg (YTD)
+9.54%
vs Peers
+6.95%

CAAIX Mutual Fund Performance

CAAIX performance across multiple time periods: 1-month 1.14%, YTD 16.49%, 1-year 25.93%, 3-year 11.08%, 5-year 7.04%, 10-year 8.63%.

CAAIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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