CAAYX Mutual Fund

CAAYX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
-0.91%
3 Months
+1.54%
6 Months
+4.23%
YTD
+5.50%
1 Year
+11.72%
3 Years (annualized)
+8.87%
5 Years (annualized)
+2.58%
10 Years (annualized)
+4.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAAYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+5.50%
Peer Avg (YTD)
+3.39%
vs Peers
+2.11%

CAAYX Mutual Fund Performance

CAAYX performance across multiple time periods: 1-month -0.91%, YTD 5.50%, 1-year 11.72%, 3-year 8.87%, 5-year 2.58%, 10-year 4.61%.

CAAYX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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