CAAVX Mutual Fund

CAAVX Mutual Fund

NAV$13.89
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Returns Overview

1 Month
-1.77%
3 Months
+3.13%
6 Months
+6.04%
YTD
+8.20%
1 Year
+17.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAAVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.20%
Peer Avg (YTD)
+6.57%
vs Peers
+1.63%

CAAVX Mutual Fund Performance

CAAVX performance across multiple time periods: 1-month -1.77%, YTD 8.20%, 1-year 17.82%.

CAAVX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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