CALXX Mutual Fund

CALXX Mutual Fund

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Returns Overview

1 Month
+0.14%
3 Months
+0.44%
6 Months
+0.76%
YTD
+0.76%
1 Year
+1.25%
3 Years (annualized)
+2.01%
5 Years (annualized)
+1.63%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CALXX 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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+2.25%
vs Peers
-1.49%

CALXX Mutual Fund Performance

CALXX performance across multiple time periods: 1-month 0.14%, YTD 0.76%, 1-year 1.25%, 3-year 2.01%, 5-year 1.63%, 10-year 1.02%.

CALXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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