CAIRX Mutual Fund

CAIRX Mutual Fund

NAV$24.72
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Returns Overview

1 Month
-1.70%
3 Months
-0.71%
6 Months
+0.11%
YTD
+4.82%
1 Year
+4.39%
3 Years (annualized)
+4.31%
5 Years (annualized)
-1.78%
10 Years (annualized)
+4.70%

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
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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 ex USA SMID Cap Growth Index
This Mutual Fund (YTD)
+4.82%
Peer Avg (YTD)
+8.67%
vs Peers
-3.85%

CAIRX Mutual Fund Performance

CAIRX performance across multiple time periods: 1-month -1.70%, YTD 4.82%, 1-year 4.39%, 3-year 4.31%, 5-year -1.78%, 10-year 4.70%.

CAIRX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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