CALCX Mutual Fund

CALCX Mutual Fund

NAV$18.83
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Returns Overview

1 Month
+0.96%
3 Months
-0.64%
6 Months
+0.45%
YTD
+2.14%
1 Year
+3.13%
3 Years (annualized)
+9.51%
5 Years (annualized)
+2.21%
10 Years (annualized)
+4.76%

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
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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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+2.95%
vs Peers
-0.81%

CALCX Mutual Fund Performance

CALCX performance across multiple time periods: 1-month 0.96%, YTD 2.14%, 1-year 3.13%, 3-year 9.51%, 5-year 2.21%, 10-year 4.76%.

CALCX returns trail the peer average of 2.95% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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