CAEAX Mutual Fund

CAEAX Mutual Fund

NAV$26.53
See how much of CAEAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.42%
3 Months
+1.88%
6 Months
+0.89%
YTD
+6.26%
1 Year
+9.73%
3 Years (annualized)
+9.79%
5 Years (annualized)
+0.01%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAEAX 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 AC Europe Small Cap Index(^MSLUACE)
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+12.25%
vs Peers
-5.98%

CAEAX Mutual Fund Performance

CAEAX performance across multiple time periods: 1-month 2.42%, YTD 6.26%, 1-year 9.73%, 3-year 9.79%, 5-year 0.01%, 10-year 8.43%.

CAEAX returns trail the peer average of 12.25% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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