CAIFX Mutual Fund

CAIFX Mutual Fund

NAV$80.72
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Returns Overview

1 Month
+0.56%
3 Months
+3.32%
6 Months
+4.06%
YTD
+10.65%
1 Year
+16.45%
3 Years (annualized)
+16.18%
5 Years (annualized)
+9.25%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAIFX 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)
+10.65%
Peer Avg (YTD)
+6.69%
vs Peers
+3.96%

CAIFX Mutual Fund Performance

CAIFX performance across multiple time periods: 1-month 0.56%, YTD 10.65%, 1-year 16.45%, 3-year 16.18%, 5-year 9.25%, 10-year 8.35%.

CAIFX returns outperform the peer average of 6.69% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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