CALAX Mutual Fund

CALAX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
-2.13%
3 Months
-0.61%
6 Months
-0.62%
YTD
+0.42%
1 Year
+5.66%
3 Years (annualized)
+2.23%
5 Years (annualized)
-1.13%
10 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CALAX 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)
+0.42%
Peer Avg (YTD)
+0.39%
vs Peers
+0.03%

CALAX Mutual Fund Performance

CALAX performance across multiple time periods: 1-month -2.13%, YTD 0.42%, 1-year 5.66%, 3-year 2.23%, 5-year -1.13%, 10-year 0.91%.

CALAX returns outperform the peer average of 0.39% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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