CAGXX Mutual Fund

CAGXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.23%
3 Months
+0.67%
6 Months
+1.34%
YTD
+1.57%
1 Year
+2.98%
3 Years (annualized)
+3.71%
5 Years (annualized)
+2.86%
10 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAGXX 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
PROUpgrade to run
🏦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 US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+1.18%
vs Peers
+0.39%

CAGXX Mutual Fund Performance

CAGXX performance across multiple time periods: 1-month 0.23%, YTD 1.57%, 1-year 2.98%, 3-year 3.71%, 5-year 2.86%, 10-year 1.65%.

CAGXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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