CAARX Mutual Fund

CAARX Mutual Fund

NAV$19.10
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Returns Overview

1 Month
+1.08%
3 Months
+0.47%
6 Months
+2.57%
YTD
+4.57%
1 Year
+8.09%
3 Years (annualized)
+9.07%
5 Years (annualized)
+3.26%
10 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAARX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+3.78%
vs Peers
+0.79%

CAARX Mutual Fund Performance

CAARX performance across multiple time periods: 1-month 1.08%, YTD 4.57%, 1-year 8.09%, 3-year 9.07%, 5-year 3.26%, 10-year 5.60%.

CAARX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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