CACXX Mutual Fund

CACXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.16%
3 Months
+0.36%
6 Months
+0.51%
YTD
+0.51%
1 Year
+1.21%
3 Years (annualized)
+2.20%
5 Years (annualized)
+1.68%
10 Years (annualized)
+1.10%

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)
+0.51%
Peer Avg (YTD)
+1.70%
vs Peers
-1.19%

CACXX Mutual Fund Performance

CACXX performance across multiple time periods: 1-month 0.16%, YTD 0.51%, 1-year 1.21%, 3-year 2.20%, 5-year 1.68%, 10-year 1.10%.

CACXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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