CAISX Mutual Fund

CAISX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
-12.04%
3 Months
-11.06%
6 Months
+2.67%
YTD
+13.18%
1 Year
+8.91%
3 Years (annualized)
+15.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAISX 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
MSCI ACWI ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+13.18%
Peer Avg (YTD)
+10.05%
vs Peers
+3.13%

CAISX Mutual Fund Performance

CAISX performance across multiple time periods: 1-month -12.04%, YTD 13.18%, 1-year 8.91%, 3-year 15.23%.

CAISX returns outperform the peer average of 10.05% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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