CABIX Mutual Fund

CABIX Mutual Fund

NAV$16.78
See how much of CABIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.36%
3 Months
+0.59%
6 Months
+2.23%
YTD
+7.56%
1 Year
+12.29%
3 Years (annualized)
+11.20%
5 Years (annualized)
+5.01%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CABIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.56%
Peer Avg (YTD)
+6.28%
vs Peers
+1.28%

CABIX Mutual Fund Performance

CABIX performance across multiple time periods: 1-month 2.36%, YTD 7.56%, 1-year 12.29%, 3-year 11.20%, 5-year 5.01%, 10-year 6.69%.

CABIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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