CABAX Mutual Fund

CABAX Mutual Fund

NAV$13.88
See how much of CABAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.95%
3 Months
+0.64%
6 Months
+7.20%
YTD
+10.37%
1 Year
+17.81%

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
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)
+10.37%
Peer Avg (YTD)
+7.17%
vs Peers
+3.20%

CABAX Mutual Fund Performance

CABAX performance across multiple time periods: 1-month 1.95%, YTD 10.37%, 1-year 17.81%.

CABAX returns outperform the peer average of 7.17% 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.