CALCX Mutual Fund

NAV$19.29

Returns Overview

1 Month
+0.41%
3 Months
+6.18%
6 Months
+4.21%
YTD
+4.04%
1 Year
+8.89%
3 Years (annualized)
+7.83%
5 Years (annualized)
+2.63%
10 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CALCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.04%
Peer Avg (YTD)
+4.14%
vs Peers
-0.10%

CALCX Mutual Fund Performance

CALCX performance across multiple time periods: 1-month 0.41%, YTD 4.04%, 1-year 8.89%, 3-year 7.83%, 5-year 2.63%, 10-year 4.85%.

CALCX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

CALCX performance comparison shows side-by-side returns with another fund. CALCX alternatives are available in the Mutual Fund Screener.