CAAYX Mutual Fund

CAAYX Mutual Fund

NAV$11.87
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Returns Overview

1 Month
+0.68%
3 Months
+0.03%
6 Months
+1.57%
YTD
+5.52%
1 Year
+6.94%
3 Years (annualized)
+11.47%
5 Years (annualized)
+2.95%
10 Years (annualized)
+5.07%

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
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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 Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+5.52%
Peer Avg (YTD)
+2.95%
vs Peers
+2.57%

CAAYX Mutual Fund Performance

CAAYX performance across multiple time periods: 1-month 0.68%, YTD 5.52%, 1-year 6.94%, 3-year 11.47%, 5-year 2.95%, 10-year 5.07%.

CAAYX returns outperform the peer average of 2.95% 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.