CAFRX Mutual Fund

CAFRX Mutual Fund

NAV$12.49
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Returns Overview

1 Month
+0.51%
3 Months
-1.18%
YTD
+1.20%
1 Year
+14.07%
3 Years (annualized)
+24.98%
5 Years (annualized)
+10.02%
10 Years (annualized)
+5.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAFRX 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
MSCI Emerging Markets Index
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+9.73%
vs Peers
-8.53%

CAFRX Mutual Fund Performance

CAFRX performance across multiple time periods: 1-month 0.51%, YTD 1.20%, 1-year 14.07%, 3-year 24.98%, 5-year 10.02%, 10-year 5.78%.

CAFRX returns trail the peer average of 9.73% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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