CABAX Mutual Fund

CABAX Mutual Fund

NAV$14.21
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Returns Overview

1 Month
-1.77%
3 Months
+3.12%
6 Months
+6.12%
YTD
+8.27%
1 Year
+17.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CABAX 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)
+8.27%
Peer Avg (YTD)
+6.57%
vs Peers
+1.70%

CABAX Mutual Fund Performance

CABAX performance across multiple time periods: 1-month -1.77%, YTD 8.27%, 1-year 17.94%.

CABAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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