CAIRX Mutual Fund

NAV$24.49

Returns Overview

1 Month
-1.75%
3 Months
+9.84%
6 Months
+6.45%
YTD
+5.22%
1 Year
+2.30%
3 Years (annualized)
+5.76%
5 Years (annualized)
-0.90%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAIRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA SMID Cap Growth Index
This Mutual Fund (YTD)
+5.22%
Peer Avg (YTD)
+9.16%
vs Peers
-3.95%

CAIRX Mutual Fund Performance

CAIRX performance across multiple time periods: 1-month -1.75%, YTD 5.22%, 1-year 2.30%, 3-year 5.76%, 5-year -0.90%, 10-year 6.76%.

CAIRX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

CAIRX performance comparison shows side-by-side returns with another fund. CAIRX alternatives are available in the Mutual Fund Screener.