CACSX Mutual Fund

CACSX Mutual Fund

NAV$18.14
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Returns Overview

1 Month
+8.18%
3 Months
+9.27%
6 Months
+14.12%
YTD
+11.03%
1 Year
+15.81%
3 Years (annualized)
-4.25%
5 Years (annualized)
-3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CACSX 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)
+11.03%
Peer Avg (YTD)
+9.32%
vs Peers
+1.71%

CACSX Mutual Fund Performance

CACSX performance across multiple time periods: 1-month 8.18%, YTD 11.03%, 1-year 15.81%, 3-year -4.25%, 5-year -3.05%.

CACSX returns outperform the peer average of 9.32% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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