CAGEX Mutual Fund

CAGEX Mutual Fund

NAV$19.46
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Returns Overview

1 Month
-5.94%
3 Months
+0.43%
6 Months
+7.41%
YTD
+12.81%
1 Year
+17.61%
3 Years (annualized)
+21.65%
5 Years (annualized)
+10.25%
10 Years (annualized)
+14.10%

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)
+12.81%
Peer Avg (YTD)
+6.23%
vs Peers
+6.58%

CAGEX Mutual Fund Performance

CAGEX performance across multiple time periods: 1-month -5.94%, YTD 12.81%, 1-year 17.61%, 3-year 21.65%, 5-year 10.25%, 10-year 14.10%.

CAGEX returns outperform the peer average of 6.23% 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.