CALXX Mutual Fund

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Returns Overview

1 Month
+0.15%
3 Months
+0.34%
6 Months
+0.48%
YTD
+0.48%
1 Year
+1.13%
3 Years (annualized)
+2.07%
5 Years (annualized)
+1.57%
10 Years (annualized)
+0.99%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+1.70%
vs Peers
-1.22%

CALXX Mutual Fund Performance

CALXX performance across multiple time periods: 1-month 0.15%, YTD 0.48%, 1-year 1.13%, 3-year 2.07%, 5-year 1.57%, 10-year 0.99%.

CALXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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