CAGEX Mutual Fund

CAGEX Mutual Fund

NAV$19.70
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Returns Overview

1 Month
+2.92%
3 Months
-4.39%
6 Months
+8.32%
YTD
+16.10%
1 Year
+20.65%
3 Years (annualized)
+23.49%
5 Years (annualized)
+9.97%
10 Years (annualized)
+14.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAGEX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+16.10%
Peer Avg (YTD)
+8.51%
vs Peers
+7.59%

CAGEX Mutual Fund Performance

CAGEX performance across multiple time periods: 1-month 2.92%, YTD 16.10%, 1-year 20.65%, 3-year 23.49%, 5-year 9.97%, 10-year 14.48%.

CAGEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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