CAIXX Mutual Fund

CAIXX Mutual Fund

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Returns Overview

3 Months
+0.37%
6 Months
+0.73%
YTD
+1.13%
1 Year
+1.55%
3 Years (annualized)
+2.31%
5 Years (annualized)
+1.97%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAIXX 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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+2.21%
vs Peers
-1.09%

CAIXX Mutual Fund Performance

CAIXX performance across multiple time periods: YTD 1.13%, 1-year 1.55%, 3-year 2.31%, 5-year 1.97%, 10-year 1.28%.

CAIXX returns trail the peer average of 2.21% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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