CAILX Mutual Fund

CAILX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
-2.06%
3 Months
-0.47%
6 Months
-0.34%
YTD
+0.91%
1 Year
+6.55%
3 Years (annualized)
+3.07%
5 Years (annualized)
-0.31%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAILX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+0.39%
vs Peers
+0.52%

CAILX Mutual Fund Performance

CAILX performance across multiple time periods: 1-month -2.06%, YTD 0.91%, 1-year 6.55%, 3-year 3.07%, 5-year -0.31%, 10-year 1.75%.

CAILX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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