CAFEX Mutual Fund

CAFEX Mutual Fund

NAV$40.25
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Returns Overview

1 Month
-2.96%
3 Months
-2.42%
6 Months
-0.27%
YTD
+1.91%
1 Year
+2.07%
3 Years (annualized)
+19.13%
5 Years (annualized)
+8.00%
10 Years (annualized)
+14.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAFEX 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)
+1.91%
Peer Avg (YTD)
+5.23%
vs Peers
-3.32%

CAFEX Mutual Fund Performance

CAFEX performance across multiple time periods: 1-month -2.96%, YTD 1.91%, 1-year 2.07%, 3-year 19.13%, 5-year 8.00%, 10-year 14.25%.

CAFEX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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