CAHEX Mutual Fund

CAHEX Mutual Fund

NAV$20.45
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Returns Overview

1 Month
+0.35%
3 Months
+2.79%
6 Months
+4.91%
YTD
+5.68%
1 Year
+11.52%
3 Years (annualized)
+11.91%
5 Years (annualized)
+7.65%
10 Years (annualized)
+8.05%

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)
+5.68%
Peer Avg (YTD)
-0.65%
vs Peers
+6.32%

CAHEX Mutual Fund Performance

CAHEX performance across multiple time periods: 1-month 0.35%, YTD 5.68%, 1-year 11.52%, 3-year 11.91%, 5-year 7.65%, 10-year 8.05%.

CAHEX returns outperform the peer average of -0.65% 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.