CALAX Mutual Fund

CALAX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-4.73%
3 Months
-7.18%
6 Months
-4.56%
YTD
-5.56%
1 Year
-4.54%
3 Years (annualized)
+2.20%
5 Years (annualized)
-1.36%
10 Years (annualized)
+0.71%

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)
-5.56%
Peer Avg (YTD)
-3.88%
vs Peers
-1.69%

CALAX Mutual Fund Performance

CALAX performance across multiple time periods: 1-month -4.73%, YTD -5.56%, 1-year -4.54%, 3-year 2.20%, 5-year -1.36%, 10-year 0.71%.

CALAX returns trail the peer average of -3.88% 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.