CACXX Mutual Fund

CACXX Mutual Fund

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Returns Overview

1 Month
+0.16%
3 Months
+0.32%
6 Months
+0.67%
YTD
+0.67%
1 Year
+1.20%
3 Years (annualized)
+2.54%
5 Years (annualized)
+1.99%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CACXX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+1.18%
vs Peers
-0.51%

CACXX Mutual Fund Performance

CACXX performance across multiple time periods: 1-month 0.16%, YTD 0.67%, 1-year 1.20%, 3-year 2.54%, 5-year 1.99%, 10-year 1.28%.

CACXX returns trail the peer average of 1.18% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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