CAGXX Mutual Fund

CAGXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.22%
3 Months
+0.67%
6 Months
+1.34%
YTD
+1.34%
1 Year
+3.04%
3 Years (annualized)
+3.65%
5 Years (annualized)
+2.75%

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
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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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+1.70%
vs Peers
-0.36%

CAGXX Mutual Fund Performance

CAGXX performance across multiple time periods: 1-month 0.22%, YTD 1.34%, 1-year 3.04%, 3-year 3.65%, 5-year 2.75%.

CAGXX returns trail the peer average of 1.70% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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