CAFRX Mutual Fund

CAFRX Mutual Fund

NAV$12.27
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Returns Overview

1 Month
-1.65%
3 Months
+1.19%
6 Months
-2.06%
YTD
+2.41%
1 Year
+34.48%
3 Years (annualized)
+19.65%
5 Years (annualized)
+10.38%
10 Years (annualized)
+6.00%

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)
+2.41%
Peer Avg (YTD)
+8.69%
vs Peers
-6.28%

CAFRX Mutual Fund Performance

CAFRX performance across multiple time periods: 1-month -1.65%, YTD 2.41%, 1-year 34.48%, 3-year 19.65%, 5-year 10.38%, 10-year 6.00%.

CAFRX returns trail the peer average of 8.69% 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.