CALAX Mutual Fund

CALAX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
+3.32%
3 Months
-2.02%
6 Months
-2.62%
YTD
-2.43%
1 Year
-2.58%
3 Years (annualized)
+2.92%
5 Years (annualized)
-1.84%
10 Years (annualized)
+0.40%

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)
-2.43%
Peer Avg (YTD)
-0.12%
vs Peers
-2.31%

CALAX Mutual Fund Performance

CALAX performance across multiple time periods: 1-month 3.32%, YTD -2.43%, 1-year -2.58%, 3-year 2.92%, 5-year -1.84%, 10-year 0.40%.

CALAX returns trail the peer average of -0.12% 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.