CABNX Mutual Fund

CABNX Mutual Fund

NAV$16.82
See how much of CABNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.55%
3 Months
+0.18%
6 Months
+2.57%
YTD
+5.00%
1 Year
+11.69%
3 Years (annualized)
+9.37%
5 Years (annualized)
+4.35%
10 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CABNX 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)
+5.00%
Peer Avg (YTD)
+5.54%
vs Peers
-0.54%

CABNX Mutual Fund Performance

CABNX performance across multiple time periods: 1-month -0.55%, YTD 5.00%, 1-year 11.69%, 3-year 9.37%, 5-year 4.35%, 10-year 6.12%.

CABNX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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