CAIBX Mutual Fund

CAIBX Mutual Fund

NAV$84.55
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Returns Overview

1 Month
+2.43%
3 Months
+3.99%
6 Months
+7.04%
YTD
+9.92%
1 Year
+18.61%
3 Years (annualized)
+14.70%
5 Years (annualized)
+8.79%
10 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAIBX 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
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📉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)
+9.92%
Peer Avg (YTD)
+5.79%
vs Peers
+4.12%

CAIBX Mutual Fund Performance

CAIBX performance across multiple time periods: 1-month 2.43%, YTD 9.92%, 1-year 18.61%, 3-year 14.70%, 5-year 8.79%, 10-year 7.71%.

CAIBX returns outperform the peer average of 5.79% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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