CAFAX Mutual Fund

CAFAX Mutual Fund

NAV$42.97
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Returns Overview

1 Month
-2.95%
3 Months
-2.35%
6 Months
-0.14%
YTD
+2.13%
1 Year
+2.33%
3 Years (annualized)
+19.43%
5 Years (annualized)
+8.20%
10 Years (annualized)
+14.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAFAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.13%
Peer Avg (YTD)
+5.23%
vs Peers
-3.10%

CAFAX Mutual Fund Performance

CAFAX performance across multiple time periods: 1-month -2.95%, YTD 2.13%, 1-year 2.33%, 3-year 19.43%, 5-year 8.20%, 10-year 14.40%.

CAFAX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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