CAFAX Mutual Fund

CAFAX Mutual Fund

NAV$44.03
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Returns Overview

1 Month
+2.10%
3 Months
+0.19%
6 Months
+9.06%
YTD
+6.79%
1 Year
+12.67%
3 Years (annualized)
+17.73%
5 Years (annualized)
+9.99%
10 Years (annualized)
+14.69%

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)
+6.79%
Peer Avg (YTD)
+8.51%
vs Peers
-1.72%

CAFAX Mutual Fund Performance

CAFAX performance across multiple time periods: 1-month 2.10%, YTD 6.79%, 1-year 12.67%, 3-year 17.73%, 5-year 9.99%, 10-year 14.69%.

CAFAX returns trail the peer average of 8.51% 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.