CAFCX Mutual Fund

CAFCX Mutual Fund

NAV$32.91
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Returns Overview

1 Month
-3.02%
3 Months
-2.56%
6 Months
-0.54%
YTD
+1.47%
1 Year
+1.55%
3 Years (annualized)
+18.84%
5 Years (annualized)
+5.52%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAFCX 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
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📉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)
+1.47%
Peer Avg (YTD)
+5.23%
vs Peers
-3.76%

CAFCX Mutual Fund Performance

CAFCX performance across multiple time periods: 1-month -3.02%, YTD 1.47%, 1-year 1.55%, 3-year 18.84%, 5-year 5.52%, 10-year 11.50%.

CAFCX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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