CACFX Mutual Fund

CACFX Mutual Fund

NAV$17.40
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Returns Overview

1 Month
+8.08%
3 Months
+8.94%
6 Months
+13.53%
YTD
+10.79%
1 Year
+14.48%
3 Years (annualized)
-5.32%
5 Years (annualized)
-4.15%
10 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CACFX 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
MSCI China All Shares Index Net
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+9.32%
vs Peers
+1.46%

CACFX Mutual Fund Performance

CACFX performance across multiple time periods: 1-month 8.08%, YTD 10.79%, 1-year 14.48%, 3-year -5.32%, 5-year -4.15%, 10-year 1.10%.

CACFX returns outperform the peer average of 9.32% YTD. With an expense ratio of 2.30%, investors should weigh costs against performance when evaluating this mutual fund.

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