CAEIX Mutual Fund

CAEIX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
-4.71%
3 Months
-6.20%
6 Months
+4.64%
YTD
+11.37%
1 Year
+24.57%
3 Years (annualized)
+8.34%
5 Years (annualized)
+3.83%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAEIX 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
Alerian Global Alternative Energy Index
This Mutual Fund (YTD)
+11.37%
Peer Avg (YTD)
+8.67%
vs Peers
+2.70%

CAEIX Mutual Fund Performance

CAEIX performance across multiple time periods: 1-month -4.71%, YTD 11.37%, 1-year 24.57%, 3-year 8.34%, 5-year 3.83%, 10-year 10.82%.

CAEIX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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