CAHEX Mutual Fund

CAHEX Mutual Fund

NAV$20.75
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Returns Overview

1 Month
+1.48%
3 Months
+0.98%
6 Months
+7.30%
YTD
+7.24%
1 Year
+11.70%
3 Years (annualized)
+12.72%
5 Years (annualized)
+7.68%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAHEX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+6.77%
vs Peers
+0.47%

CAHEX Mutual Fund Performance

CAHEX performance across multiple time periods: 1-month 1.48%, YTD 7.24%, 1-year 11.70%, 3-year 12.72%, 5-year 7.68%, 10-year 8.23%.

CAHEX returns outperform the peer average of 6.77% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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